Company Summary
As a firm we are new; as individuals we are highly experienced. We measure our success by excellence of reputation – not size of assets. We buy companies for our client portfolios – not ‘the market’; and focus on people much more than numbers. Our search for the best ideas is aided by our total flexibility; concentrating on relatively few growth opportunities – both capital and income. We have a clear multi-factor discipline to determine a Competitive Advantage, within our portfolios.
Our portfolios are registered as hedge funds, which is a distinct advantage for our clients. While we will not employ derivatives of any kind, this gives us the opportunity to use moderate leverage to enhance income, or to protect capital under adverse market conditions, by investing in selective short positions.
Our ‘founding’ clients are exceptional in their accomplishments; are true investors; and we will learn with them, and from them – as we build superior portfolios for them.
Source:Georgian Capital Partners
Unique Value Proposition
Georgian’s ‘mission’ is to attract the very best investment people – and to create and build an environment which is conducive to developing exceptional insight and thought. Our objective is to deliver superior investment results, products, and services to our clients – private individuals, families, and foundations.
Georgian is entirely owned by its investment team members, who share in our equity portfolios alongside our clients, and who believe that true investment thinking and patience can produce significant wealth.
Source: Georgian Capital Partners
AUM ($Bil)
0.5
Year Founded
Unknown
Key Personnel
David Knight, Founder and President
Patrick Kim, Partner
Suzanne Lounder, Client Partner
Address
Scotia Plaza
40 King Street West, Suite 3405
Toronto, ON
M5H 3Y2