Launches
A look at firm openings and fund launches.
Former Gray & Co. Co-CEO Launches New Asset Manager
Yolanda Waggoner Foreman, former co-ceo of investment consulting firm Gray & Co., has launched
09.10.15
Summit Creek Adds Mid-Cap Analyst For New Smid-Cap Strategy
Summit Creek Advisors has brought on a senior investment analyst to support its new domestic small-
09.10.15
Triad Launches Small-Cap Value Mutual Fund
Triad Investment Management has launched a domestic smallcap value equity mutual fund, the Triad
09.10.15
Ativo Capital Looks To Launch Frontier Markets Equity Strategy
Ativo Capital Management is incubating a frontier markets equity strategy. The Chicago-based firm
07.02.15
New Platform Looks To Acquire Minority Stakes In U.S. Mgrs.
A new platform dedicated to investing and developing asset management firms, with a focus on
07.02.15
Penserra Preparing To Bring Index Funds To Institutions
Penserra, an institutional financial services firm, will look to begin offering passive index
06.04.15
Affinity To Launch International, Global Equity Strategies
Affinity Investment Advisors will launch international equity and global equity strategies and has
12.04.14
New Sheridan Focuses On Overlooked Developing Countries
New Sheridan Advisors has launched a developing markets strategy that looks to take advantage of
11.05.14
Domestic Large-Cap, Small-Cap Core Equity Firm Opens Doors
The domestic large-cap core and small-cap core equity team of HGMR Investment Management has
06.05.14
AMI Asset Mgmt. Launches Large-Cap Growth Mutual Fund
AMI Asset Management has launched a mutual fund version of its domestic large-cap growth equity
06.05.14
May 2024 Issue
For those of you that missed our LinkedIn webinar that went deeper into our feature from last
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