Walter Global Asset Management (Walter) has become a minority shareholder in LionGuard Capital Management (LionGuard), an asset management firm that specialises in fundamental research on small and medium capitalisation companies.
This is Walter’s first investment since forming in late 2018, and its new commitment includes direct allocations toward LionGuard-managed funds via parent company Walter Financial. Through this partnership, LionGuard is poised for growth and will expand its teams across research, operations, and client-servicing divisions.
“Partnering with Walter Global Asset Management and, in particular, Sylvain Brosseau, who brings an outstanding reputation in the industry, enables us to rapidly grow LionGuard, bringing us closer to the goal of building an internationally known investment management firm that is focused on fundamental research,” says Andrey Omelchak, President, CEO and Chief Investment Officer, LionGuard Capital Management. “As we evolve, we are fortunate to have had the ongoing trust and support of the Québec Emerging Managers Program for the last several years. We appreciate the confidence that Walter has shown in our organisation, team members and institutional quality fundamental research capabilities. We are thrilled to work closely with Sylvain Brosseau and believe that Walter is the best strategic partner we could ask for.”
Walter takes a unique long-term vision for investments, positioning it well to provide the necessary support and resources to ensure that LionGuard grows at the right trajectory.
“It’s a privilege for us to collaborate with Andrey and his team at LionGuard, who have capably built an exceptional and highly reputed organisation,” says Sylvain Brosseau, President and CEO, Walter Global Asset Management. “LionGuard’s accomplishments so far speak for themselves and working together with Walter will help it achieve its tremendous potential in the years to come.”