lists

Strategies surpassing $100M in assets under management

20 September 2021
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.

The following strategies surpassed $100 million in strategy AUM during the second quarter of 2021. Such thresholds are important to institutional investors as they often seek and screen for strategies of a particular size when conducting manager searches. 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 NameProduct Name
AcomeA SGRAcomeA PMItalia ESG
Active Index AdvisorsAIA Large Cap Growth
AIR Asset ManagementAIR US Life Fund II QP, LP
Algebris InvestmentsAlgebris Financial Equity Fund
American Century InvestmentsEmerging Markets Sustainable Impact
Angel Oak Capital Advisors, LLCAngel Oak Strategic Mortgage Income Fund, LP
Ares Management LLCAres Income Opportunities Fund
Ares Management LLCAres Institutional Loan Fund
Artisan Partners Limited PartnershipArtisan Select Equity
Auspice Capital AdvisorsAuspice Diversified Program
Avalon Investment & AdvisoryAvalon International Value Equity
Aviva InvestorsCanadian Core Plus
Bailard, Inc.U.S. Small Value
Baird Equity Asset ManagementBaird Small/Mid Cap Growth
Bantleon Bank AGBantleon Event Driven Equities
Barings LLCEurope ex UK Equity
Beutel, Goodman & Company Ltd.Beutel Goodman Global Equity Strategy
BlackRockAsia Alpha Advantage Fund Ltd. (130/30)
BlackRockESG World Equity
BMO Global Asset ManagementBMO MSCI USA ESG Leaders Index ETF (ESGY)
Capital Impact Advisors LLCERShares Global Strategy
Columbia Threadneedle Investments EMEA APACGlobal Sustainable Equity
Columbia Threadneedle Investments EMEA APACThreadneedle Emerging Market Debt - Local Market
Columbia Threadneedle Investments EMEA APACThreadneedle Europe ex UK Equity - All Cap
Cooke & Bieler, L.P.Concentrated Value Equity
CS McKeeAggregate Socially Responsible
Dimensional Fund Advisors LPEurope Large Cap Value Strategy
Douglass Winthrop Advisors, LLCDWA Environment Strategy
Driehaus Capital Management LLCDriehaus Emerging Markets Small Cap Equity
E Fund Management Co., Ltd.E Fund ChinaBond New Composite Index Fund (LOF)
Emerald Advisers, LLCEmerald Growth Opportunities
Essex Investment Management Company, LLCEssex Research Fund
F/M AccelerationF/m Genoa Intermediate Municipal Bond
Farr, Miller & Washington LLCFMW Growth & Income
Federated Hermes, Inc.Federated Hermes Real Return
Firebird ManagementFirebird Avrora Fund, Ltd.
Firetrail Investments Pty LimitedFiretrail Australian Small Companies Fund
Goodnow Investment Group, LLCOld Kings Capital Long Only
Guardian Capital LPGuardian Global Equity
HALCYON PORTFOLIO MANAGEMENT LIMITEDHalcyon Ethical Russian Growth Limited
Harbert Management CorporationHarbert Stoneview Master Fund, LTD
Hood River Capital Management LLCSmall/Mid-Cap Growth
Income Partners Asset Management (HK) LtdIncome Partners Renminbi Bond Fund
Integrity Fixed Income Management, LLCIFIM US Investment Grade Corporate
IQAM Invest GmbHIQAM Strategic Commodity Fund
Isthmus Partners, LLCIsthmus Partners Small Cap Core Equity
J O Hambro Capital Management LimitedJOHCM Global Sharia
J.P. Morgan Investment Management Inc.JPM Global Real Estate Securities
J.P. Morgan Investment Management Inc.JPM US Sustainable Leaders
Jennison Associates LLCGlobal Equity Opportunities Separately Managed Accounts (Wrap)
KraneSharesKraneShares MSCI Emerging Markets ex China Index ETF
Loomis, Sayles & Company, L.P.Multisector Credit
Mackenzie InvestmentsMackenzie International Large Cap Quality Growth
Massachusetts Mutual Life Insurance CompanyMassMutual Disciplined Value Fund
Mayar Capital Advisors LtdMayar Fund Ltd
Metage CapitalMetage Global Strategies Fund I
Mirabaud Asset ManagementSwiss Equities Funds
Montrusco Bolton Investments Inc.Montrusco Bolton Equity Income Plus
National Investment ServicesDynamic Fixed Income - Conservative
Neuberger Berman Group LLCJapan Equity Engagement
Night Owl Capital Management, LLCNight Owl Partners, LP
Ninety One (previously called Investec Asset Management)Ninety One China A Shares
Nomura Asset ManagementNomura Emerging Market Local Currency Debt (C610060)
Nomura Asset ManagementNomura Global High Conviction Equity Composite (C120101)
Northern Trust Asset ManagementNorthern Trust Focus Funds 2060
Oberweis Asset Management, Inc.Micro Cap Growth
ODDO BHF Asset ManagementODDO BHF Sustainable European Convertibles
Oppenheimer Investment Management LLCCore Plus Fixed Income
PIMCOPIMCO RealEstatePLUS Collective Trust
Polar Capital LLPPolar Capital Asian Stars Strategy
Polar Capital LLPPolar Capital Healthcare Strategy
Polar Star Management SEZCPolar Star Spectrum Fund Limited
Principal Global EquitiesMillennials Index Equity
QMA LLCQMA Real Assets
R. G. Niederhoffer Capital Management, Inc.Roy G. Niederhoffer Smart Alpha Fund 2x, Ltd.
Redwood Investments, LLCEmerging Markets Equity
Russell InvestmentsRIC II- Russell Investments China Equity Fund
Sage Advisory Services, Ltd. Co.Conservative Tactical ETF
Sandhill Investment ManagementSandhill Concentrated Equity Alpha Wrap Composite
Schroder Investment Management LimitedSchroder Japanese Equity Sustainable
SEDCO CapitalSC Low Global Volatility Fund
SEI InvestmentsSEI US Small Company Equity Fund
Slow Capital Inc.Slow Capital Aggressive Growth
Smith Affiliated Capital CorporationLow Duration Fixed Income
State Street Global AdvisorsEmerging Markets Hard Currency Bond Index
State Street Global AdvisorsFTSE Advanced Emerging Markets Index
State Street Global AdvisorsMSCI World ex Canada Index (Canada Managed)
State Street Global AdvisorsSPDR S&P Capital Markets ETF (KCE)
TD Asset Management Inc.TD Greystone Global Equity Fund
The Union Labor Life Insurance CompanySeparate Account R
TimesSquare Capital Management, LLCFOCUS Growth Equity
TOBAM SASTOBAM Anti-Benchmark Multi-Asset Fund
Transamerica Asset Management, Inc.Transamerica Global Equity
UBS Asset ManagementMorningstar Lifetime Moderate Target Date Series 2035
UBS Asset ManagementMorningstar Lifetime Moderate Target Date Series 2045
Ullico Investment Advisors, Inc.Core Fixed Income
Union Bancaire Privée, UBP SAUBAM – Europe Sustainable Small Cap Equity
Union Bancaire Privée, UBP SAUBAM - Positive Impact Emerging Equity
Union Bancaire Privée, UBP SAUBAM (CH) - Swiss Small and Mid Cap Equity
Union Investment Institutional GmbHFixed Income Euro Financials Bonds
Vanguard Investments AustraliaVanguard® MSCI Australian Large Companies Index ETF
Veritas Asset Management LLPVeritas China Fund
Waratah Capital Advisors Ltd.Waratah Alternative ESG
Water Island Capital, LLCWater Island Credit Opportunities Fund
William Blair Investment Management, LLCGlobal Leaders Sustainability
Xponance, Inc.Russell 2000 Index Strategy
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