DundeeWealth US partners with well-respected money management firms whose investment expertise has not been broadly available in a mutual fund vehicle.
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GCIC US Ltd. Toronto, Ontario
GCIC US Ltd. provides investment management services to institutional and high-net worth clients. GCIC builds high conviction portfolios, appropriately diversified by region, sector and issuer, in order to strike a suitable balance between investment risk and return potential. GCIC offers their investment capabilities in institutional accounts for mutual funds, closed-end investment companies, corporations, public funds, retirement plans, family offices, wealth advisors, foundations and other charitable endowments in the United States, complementing our parent company, DundeeWealth’s, investment management and advisory businesses in Canada.
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Smith Asset Management Group Dallas, Texas
Smith Asset Management Group is a registered independent investment advisor founded by Stephen S. Smith in 1995. The firm manages assets for institutions, high-net-worth families and individuals. Smith Group builds risk-controlled portfolios designed to preserve capital in market downturns and generate consistent, excess returns. The firm takes a team approach to investing and believes that the combination of their return-stabilizing, risk management approach, with their alpha-generating, proprietary earnings surprise model, may produce superior portfolio results that are repeatable, less volatile, and consistent over long periods of time.
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Mount Lucas Management LP Newtown, Pennsylvania
Mount Lucas Management LP was founded in 1986. The firm was founded to provide alternative asset investments to institutional investors and high net worth individuals. Since its inception, the firm has emphasized the advantages of diversification, liquidity, transparency, and risk control and has developed several innovative and successful investment strategies that incorporate these characteristics. Mount Lucas’ principals created and oversee three primary investment strategies: the MLM Index™, a price-based futures index, MLM Macro™, a global macro investment strategy that combines discretionary and quantitative approaches to the world's major financial markets, and MLM US Focused Equity™, a quantitative large cap value equity strategy.
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JO Hambro Capital Management London, England
JO Hambro Capital Management (JOHCM) was launched in 1993 as an independently managed investment management boutique. JOHCM’s origins in the mid 1990s were in managing an activist equity product. In 2001, JOHCM set up its first long only OEIC products (UK Growth and Continental European.)
In late 2011, JOHCM was acquired by Australian-listed fund management group BT Investment Management Limited (BTIM). Given the complementary nature of the JOHCM and BTIM businesses, there have been no changes to day-to-day operations, professional staff, management, product range or branding at JOHCM following the transaction. JOHCM operates as a stand-alone boutique in the BTIM group and JOHCM’s fund managers continue to have full discretion over all investment decisions.
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