Strategies surpassing $100M in assets under management

30 August 2023
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:

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 NameProduct Name
1492 Capital Management, LLC1492 Small Cap Growth
Acadian Asset Management LLCSustainable Multi-Factor Momentum Equity
Acadian Asset Management LLCSustainable Multi-Factor Quality Equity
Acadian Asset Management LLCSustainable Multi-Factor Value Equity
Addenda Capital Inc.Bonds - Core Long
AllianceBernstein L.P.AB Global Style Blend Equity
Ardevora Asset ManagementArdevora UK Equity
Aristotle Atlantic Partners, LLCLarge Cap Growth Equity
BlackRockBlackRock Fundamental Equities Global Listed Infrastructure
Boston Trust Walden CompanyBoston Trust Walden International Equity Strategy
Brandywine Global Investment Management, LLCEmerging Markets Debt
Brown Capital Management, LLCMid Company Strategy
Burgundy Asset Management Ltd.Burgundy Investment Grade Corporate Bond Fund
Camissa Asset Managment (Pty) LtdCamissa Islamic Equity Fund
Centerstone InvestorsCenterstone International
Clark Capital Management Group, Inc.Clark Navigator Small Cap Core U.S. Equity
ClearBridge Investments, LLCClearBridge Global Growth
Cookson, Peirce and Co., Inc.Cookson Peirce All Cap Equity MA
Copeland Capital Management, LLCAll Cap Dividend Growth
Desjardins Global Asset ManagementHexavest ACWI Equity
Desjardins Global Asset ManagementHexavest Emerging Markets Equity
Edmond de Rothschild Asset ManagementEdmond de Rothschild Short Duration Credit
Fidelity Institutional Asset ManagementGlobal Founders
Fidelity InvestmentsFidelity Advisor Freedom 2065
Fidelity InvestmentsFidelity Advisor Global Capital Appreciation Fund
Fidelity InvestmentsFidelity Advisor Global Equity Income Fund
Fidelity InvestmentsFidelity Disruptive Technology
Fidelity InvestmentsFidelity 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, LLCAlger SRI Capital Appreciation
GHE, llc dba Mercury Investment GroupDemographic Growth
GLOBALT InvestmentsinnovatETF Strategies - High Growth Strategy
GlobeFlex Capital, L.P.GlobeFlex U.S. Small/Mid Cap Equity
Guardian Capital LPGuardian Global Equity
Guardian Capital LPGuardian Strategic Income
Harbor Capital AdvisorsHarbor Mid Cap Fund
Horiko Capital ManagementHC Focus Fund
Hotchkis and Wiley Capital Management, LLCFocused Global Value
Income Research & ManagementIR+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 InvestmentGlobal corporate bond ESG
Iron Road Capital PartnersLogan Stone Capital QP, LP
Jarislowsky, Fraser LimitedJarislowsky Fraser Long-Term Bond Strategy
Kennedy Capital Management LLCESG SMID Cap
Kennedy Capital Management LLCSMID Cap Value
Kornitzer Capital Management, Inc.Buffalo Large Cap Fund
Lazard Freres Gestion SASLazard Thematic World Innovation
Manulife Investment ManagementGlobal Climate Strategy
McKinley Capital Management, LLCU.S. Large Cap Growth
Metis Capital Management LtdMetis India Opportunity Fund
Mitsubishi UFJ Trust and Banking CorporationGlobal Fixed Income (Yen Hedged)/Interest Rate197
Mitsubishi UFJ Trust and Banking CorporationValue Enhanced44(Japanese Only)
Mizuho Trust & Banking Co.,Ltd.Japanese Active Fixed Income (No.22/Absolute Return Strategy)
Morgan Stanley Investment ManagementGlobal Endurance
Morgan Stanley Investment ManagementGlobal Permanence
Nationwide Fund AdvisorsNationwide Global Sustainable Equity
Nationwide Fund AdvisorsNationwide GQG US Quality Fund
Nomura Asset ManagementNomura RAFI Global Equity ex-Japan MSCI Kokusai (C120041)
Northern Trust Asset ManagementNT Diversified Strategist Portfolio - Growth with Income
Oaktree Capital Management, L.P.Oaktree Global High Yield Responsible
Passaic Partners LLCProtected US Equity Plus
Pier Asset Management LLCPier Special Opportunities Fund LP
Principal Asset ManagementU.S. Small Cap Select Value Equity
Putnam InvestmentsPutnam Sustainable Retirement 2050
Schafer Cullen Capital ManagementGlobal High Dividend Value Equity ADR
Scheer Rowlett & Associates Investment Management Ltd.SRA Bond Fund
Schwab Asset ManagementWasmer Schroeder Long Tax Exempt
Seilern Investment Management LtdSeilern Europa
Shorepath Capital Management LLCShorepath Opportunity Partners LP
StoneRidge Investment Partners LLCLarge Cap Core Equity
Sumitomo Mitsui Trust BankJapan Equities K47
Van Eck Associates CorporationVanEck MSCI International Small Companies Quality Strategy
VanguardVanguard Target Retirement Trust Select 2070
Wealhouse Capital ManagementAmplus Credit Income Fund
WEDGE Capital Management, L.L.P.QVM Small/Mid Cap Value
Western Asset Management Company, LLCWA Asia USD Debt
Yacktman Asset Management LPTaxable Diversified Composite
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