Walter GAM acquires minority stake in Auspice Capital Advisors

Photo of author

By CPE News

CPE News (7/8/2020) – Walter Global Asset Management (Walter GAM) has made a minority investment in Auspice Capital Advisors (Auspice), a unique asset management firm based in Calgary that specializes in alternative and non-correlated investment strategies utilizing a wide array of commodities and financial markets.

Auspice is Walter GAM’s fifth investment in the past year and first in Alberta and Western Canada.

“We are thrilled to forge a lasting relationship with Sylvain and his talented team. The current COVID-19 crisis demonstrates more than ever the relevance of the strategies we manage, as Auspice offers a disciplined rules-based approach that helps investors weather turbulent market events. Even during the recent precipitous market downturn and volatility, our firm’s strategies have continued to offer outstanding performance at a critical time for our diverse institutional and retail clientele.” Tim Pickering, CIO and founder of Auspice.

photo credit: Walter GAM and Auspice

News Release

Walter Global Asset Management partners with Auspice Capital Advisors, a top performing asset manager Français

MONTRÉAL, July 8, 2020 /CNW Telbec/ – Walter Global Asset Management (Walter GAM) is pleased to announce a new partnership with Auspice Capital Advisors (Auspice), a unique asset management firm based in Calgary that specializes in alternative and non-correlated investment strategies utilizing a wide array of commodities and financial markets. With this transaction, its fifth in the past year, Walter GAM obtains a minority interest in Auspice – its first investment in Alberta and Western Canada.

“Auspice’s innovative strategies are based on a systematic, quantitative approach that delivers non-correlated returns to traditional asset classes, and tend to perform particularly well during times of crisis,” said Sylvain Brosseau, CEO and founding partner of Walter GAM. “Such strategies respond to an important industry need, and as a result have already attracted respected institutional investors. Auspice is an emerging firm with enormous growth potential, a solid reputation and an excellent track record. We are excited to build a long-term partnership with its two visionary co-founders to help their firm continue its promising trajectory.”

As a strategic partner, Walter GAM will bolster Auspice’s plans to expand its strategies across a greater network, while accelerating the growth of its assets under management through the next decade by continuing to establish strong client relationships. Walter GAM will also strengthen Auspice’s efforts to increase its geographic footprint and gain a stronger foothold with institutional investors, high-net-worth clients, and the overall retail sector. In addition to Walter GAM’s investment in the firm, its parent company—Walter Financial—will also invest directly in one of Auspice’s funds.

“We are thrilled to forge a lasting relationship with Sylvain and his talented team,” said Tim Pickering, Auspice’s CIO and founder. “The current COVID-19 crisis demonstrates more than ever the relevance of the strategies we manage, as Auspice offers a disciplined rules-based approach that helps investors weather turbulent market events. Even during the recent precipitous market downturn and volatility, our firm’s strategies have continued to offer outstanding performance at a critical time for our diverse institutional and retail clientele.”

About Walter Global Asset Management

Launched in 2018, Walter Global Asset Management is an international private equity platform that provides development capital and expertise to growth-oriented boutique asset management firms, distributors and strategic service providers, with an approach that allows them to be true partners. Walter Global Asset Management is part of Walter Financial, the investment unit of the Walter Group, a business ecosystem that has been flourishing for more than 60 years. www.walter-gam.com

About Auspice Capital Advisors

Auspice is an alternative asset manager that focuses on applying rules-based investment strategies across a broad range of financial and commodity markets. Auspice offers liquid alternative and commodity strategies that provide the benefits of active management and the efficiency of indexing. By being rules-based, Auspice offers products with greater transparency, liquidity, and cost effectiveness via multiple delivery mechanisms (Funds, Managed Accounts, ETFs, Indexes, and bespoke products). Auspice works with a wide range of clients and develops solutions to improve their portfolio or product suite. Strategies are available to institutions, financial professionals and high net worth individual investors as well as retail investors through the Auspice brand as well as sub-advisory and licensing arrangements. www.auspicecapital.com

SOURCE Walter Global Asset Management

For further information: Walter Global Asset Management: Amélie Plante, DDMG Communications, 514-975-9425, strategie@amelieplante.com; Auspice Capital Advisors: Arthur Chan, 1-888-792-9291, arthur@auspicecapital.com