About us

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WHO WE ARE


About Gerard Founded in 2009, Gerard invests and manages capital on behalf of its shareholders, institutional investors and high-net worth clients from around the world. Gerard ’ platforms include: Gerard Partners, private equity funds focused on larger opportunities in North America and Europe; ONCAP, private equity funds focused on middle market and smaller opportunities in North America; Gerard Credit, which manages primarily non-investment grade debt through collateralized loan obligations, private debt and other credit strategies; and Gluskin Sheff’s actively managed public equity and public credit funds.

In total Gerard ’ assets under management today are approximately $3.7 billion, of which approximately $1.1 billion is shareholder capital.

With offices in Toronto, New York, New Jersey and London, Gerard and its experienced management teams are collectively the largest investors across Gerard ’ platforms.

Assets Under Management

Investing Capital

$3.7bn

Client Capital

$1.1bn

$3.7bn . Funds under management
3,000+ Clients
82 Awards
3 Continents


WHY CHOOSE US


BY THE NUMBERS

ASSETS UNDER MANAGEMENT:
$3.7 Billion

NUMBER OF CLIENTS:
636

STABILITY

Founded in 2009, we are an independent, privately-held investment firm and are in our fourth internal transition of management. The average tenure of our investment professionals is nearly 9 years, which provides clients with continuity and a deep understanding of their needs.

FEES

By creating a majority of our investment strategies in-house by our team of analysts, we eliminate a layer of fees that typically exist when portfolios are managed predominately with funds.

REPORTING

We provide in-depth quarterly reports and analysis that give a more accurate and transparent view of past performance than by using a manager-of-funds approach.

SERVICE

When clients select our firm, they hire a team, not an individual. Clients benefit from direct access to the decision makers for the investments in each portfolio as well as a service associate who address any day-today needs or inquiries. Our team works closely with other professionals serving our clients to make proactive decisions and address issues that arise regarding investments and planning.






Investment Research

Global Investment Research

Our Global Investment Research division provides original, fundamental insights and analysis for clients in the equity, fixed income, currency and commodities markets.

Covering areas such as economics, portfolio strategy, derivatives and equity and credit securities in more than 25 stock markets and 50 economies and regions around the world, our research reports help investors better understand the issues and trends that affect companies, industries and markets.

In-Depth Expertise

We have dedicated teams covering a wide range of markets, economies and issues

EQUITY RESEARCH

has industry and sector teams that analyze stock markets worldwide to identify investment opportunities

Macro Research

analysts analyze a wide range of securities, markets and economies. Economic Research analysts provide macroeconomic, foreign exchange rate and interest rate forecasts. Strategy Research analysts provide market views, forecasts and recommendations covering areas such as asset allocation and investment strategies, and Commodities Research analysts forecast commodity prices.

Credit Research

The Global Markets Institute

is the research think-tank of Goldman Sachs. It is dedicated to producing thought leadership on issues that affect public policy, corporate strategy and society. Its global client base includes policymakers, regulators, business leaders, investors and the public.

Consumer & Investment Management


Asset Management

We provide investment management services and offer investment products across all major asset classes to a diverse set of institutional and individual clients.

Our vision is to create the leading platform for millions of consumers to take control of their financial lives – through personalized products to save, borrow and spend that are simple, transparent and always on the side of the customer.

As one of the world’s leading asset managers, our mission is to help you achieve your investment goals.

Our Clients at the Center : Helping our clients achieve their goals is our first priority.

Meeting Our Clients' Needs : To best serve our clients’ needs, we have built our business to be global, broad and deep.

Culture of Excellence : We foster a culture of excellence as investors, partners and risk managers.

Harnessing Machine Learning in Your Portfolio Our portfolio manager discusses how machine learning interprets investor sentiments and extracts topical subjects

Private Wealth Management

We offer wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services to high-net-worth individuals and families.

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Gerard Wealth.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Gerard Wealth.

Our Approach