When strategies hit key milestones – whether AUM or track record history – they're included in more of the screens conducted by consultants and asset owners. The reason is simple: They've surpassed two of the most common thresholds allocators use in their research to filter out managers they deem too small or products they deem too new. If you're a manager or hedge fund hitting one of these milestones, you're ready to get in front of more consultants and asset owners than ever. Learn how eVestment Omni can help: solutions@evestment.com.
A total of 80 strategies surpassed the notable AuM threshold of $100 million as of 2Q23 (when comparing the previous four quarters strategy level AuM). Such milestones are important for institutional investors as they often screen for strategies of a particular size when conducting manager searches, and may only allocate to products of a certain threshold in order to avoid potential exposure concentration. This can be critical for Institutional Investors as they look to mitigate concentration risk and not want to constitute a large percentage of assets of a given strategy. Congratulations to those portfolio management teams and associated firms for achieving this key milestone!
| Firm Name | Product Name |
|---|---|
| 1492 Capital Management, LLC | 1492 Small Cap Growth |
| Acadian Asset Management LLC | Sustainable Multi-Factor Momentum Equity |
| Acadian Asset Management LLC | Sustainable Multi-Factor Quality Equity |
| Acadian Asset Management LLC | Sustainable Multi-Factor Value Equity |
| Addenda Capital Inc. | Bonds - Core Long |
| AllianceBernstein L.P. | AB Global Style Blend Equity |
| Ardevora Asset Management | Ardevora UK Equity |
| Aristotle Atlantic Partners, LLC | Large Cap Growth Equity |
| BlackRock | BlackRock Fundamental Equities Global Listed Infrastructure |
| Boston Trust Walden Company | Boston Trust Walden International Equity Strategy |
| Brandywine Global Investment Management, LLC | Emerging Markets Debt |
| Brown Capital Management, LLC | Mid Company Strategy |
| Burgundy Asset Management Ltd. | Burgundy Investment Grade Corporate Bond Fund |
| Camissa Asset Managment (Pty) Ltd | Camissa Islamic Equity Fund |
| Centerstone Investors | Centerstone International |
| Clark Capital Management Group, Inc. | Clark Navigator Small Cap Core U.S. Equity |
| ClearBridge Investments, LLC | ClearBridge Global Growth |
| Cookson, Peirce and Co., Inc. | Cookson Peirce All Cap Equity MA |
| Copeland Capital Management, LLC | All Cap Dividend Growth |
| Desjardins Global Asset Management | Hexavest ACWI Equity |
| Desjardins Global Asset Management | Hexavest Emerging Markets Equity |
| Edmond de Rothschild Asset Management | Edmond de Rothschild Short Duration Credit |
| Fidelity Institutional Asset Management | Global Founders |
| Fidelity Investments | Fidelity Advisor Freedom 2065 |
| Fidelity Investments | Fidelity Advisor Global Capital Appreciation Fund |
| Fidelity Investments | Fidelity Advisor Global Equity Income Fund |
| Fidelity Investments | Fidelity Disruptive Technology |
| Fidelity Investments | Fidelity Founders Fund |
| FountainCap Research & Investment (Hong Kong) Ltd. | FountainCap All China Strategy |
| Foyston, Gordon & Payne Inc. | FGP Money Market Fund |
| Franklin Resources, Inc. | Franklin U.S. Focused Growth Equity |
| Fred Alger Management, LLC | Alger SRI Capital Appreciation |
| GHE, llc dba Mercury Investment Group | Demographic Growth |
| GLOBALT Investments | innovatETF Strategies - High Growth Strategy |
| GlobeFlex Capital, L.P. | GlobeFlex U.S. Small/Mid Cap Equity |
| Guardian Capital LP | Guardian Global Equity |
| Guardian Capital LP | Guardian Strategic Income |
| Harbor Capital Advisors | Harbor Mid Cap Fund |
| Horiko Capital Management | HC Focus Fund |
| Hotchkis and Wiley Capital Management, LLC | Focused Global Value |
| Income Research & Management | IR+M 1-5 Yr Municipal |
| Industrial Alliance Insurance and Financial Services Inc. | Industrial Alliance Global Equity |
| Industrial Alliance Insurance and Financial Services Inc. | Industrial Alliance U.S. Equity |
| Insight Investment | Global corporate bond ESG |
| Iron Road Capital Partners | Logan Stone Capital QP, LP |
| Jarislowsky, Fraser Limited | Jarislowsky Fraser Long-Term Bond Strategy |
| Kennedy Capital Management LLC | ESG SMID Cap |
| Kennedy Capital Management LLC | SMID Cap Value |
| Kornitzer Capital Management, Inc. | Buffalo Large Cap Fund |
| Lazard Freres Gestion SAS | Lazard Thematic World Innovation |
| Manulife Investment Management | Global Climate Strategy |
| McKinley Capital Management, LLC | U.S. Large Cap Growth |
| Metis Capital Management Ltd | Metis India Opportunity Fund |
| Mitsubishi UFJ Trust and Banking Corporation | Global Fixed Income (Yen Hedged)/Interest Rate197 |
| Mitsubishi UFJ Trust and Banking Corporation | Value Enhanced44(Japanese Only) |
| Mizuho Trust & Banking Co.,Ltd. | Japanese Active Fixed Income (No.22/Absolute Return Strategy) |
| Morgan Stanley Investment Management | Global Endurance |
| Morgan Stanley Investment Management | Global Permanence |
| Nationwide Fund Advisors | Nationwide Global Sustainable Equity |
| Nationwide Fund Advisors | Nationwide GQG US Quality Fund |
| Nomura Asset Management | Nomura RAFI Global Equity ex-Japan MSCI Kokusai (C120041) |
| Northern Trust Asset Management | NT Diversified Strategist Portfolio - Growth with Income |
| Oaktree Capital Management, L.P. | Oaktree Global High Yield Responsible |
| Passaic Partners LLC | Protected US Equity Plus |
| Pier Asset Management LLC | Pier Special Opportunities Fund LP |
| Principal Asset Management | U.S. Small Cap Select Value Equity |
| Putnam Investments | Putnam Sustainable Retirement 2050 |
| Schafer Cullen Capital Management | Global High Dividend Value Equity ADR |
| Scheer Rowlett & Associates Investment Management Ltd. | SRA Bond Fund |
| Schwab Asset Management | Wasmer Schroeder Long Tax Exempt |
| Seilern Investment Management Ltd | Seilern Europa |
| Shorepath Capital Management LLC | Shorepath Opportunity Partners LP |
| StoneRidge Investment Partners LLC | Large Cap Core Equity |
| Sumitomo Mitsui Trust Bank | Japan Equities K47 |
| Van Eck Associates Corporation | VanEck MSCI International Small Companies Quality Strategy |
| Vanguard | Vanguard Target Retirement Trust Select 2070 |
| Wealhouse Capital Management | Amplus Credit Income Fund |
| WEDGE Capital Management, L.L.P. | QVM Small/Mid Cap Value |
| Western Asset Management Company, LLC | WA Asia USD Debt |
| Yacktman Asset Management LP | Taxable Diversified Composite |