Walter Global Asset invests in LionGuard Capital

Walter Global Asset Management has acquired a minority stake in LionGuard Capital Management, an asset management firm that specializes in fundamental research on small and medium capitalization companies.

LionGuard Capital Management was founded and wholly owned by Andrey Omelchak.

This is Walter Global Asset’s first investment since forming in 2018.

In June 2018, The Walter Group of Companies launched Walter Asset Management, a new North American private equity platform specializing in consolidating the expertise of small and medium-sized players in the asset management sector. Its innovative structure will allow institutional and private investors to participate in an initial target capital raise of at least $100-million, including a contribution of $40-million from Walter Financial Inc., and funds from Sylvain Brosseau, CEO of Walter Asset Management.

photo credit: LionGuard, Walter

News Release

LionGuard Capital Management set to accelerate growth through new partnership with Walter Global Asset Management Français

MONTRÉAL, May 1, 2019 /CNW Telbec/ – In a new partnership announced today, Walter Global Asset Management (Walter) becomes a minority shareholder in LionGuard Capital Management (LionGuard), an asset management firm that specializes in fundamental research on small and medium capitalization 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,” said 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 organization, 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 organization,” said 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.”

About Walter Global Asset Management

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

About LionGuard Capital Management

LionGuard Capital Management is an investment management company with expertise in fundamental bottom-up research and analysis. Founded five years ago, LionGuard manages traditional long-term strategies for small- and mid-cap stocks, with a first quartile track record as compared to industry peers. It also manages alternative strategies with an excellent absolute return profile. LionGuard’s fundamental research expertise is combined with a strong focus on risk management, which is key to its institutional investors, family offices, funds of funds and investment advisers. The Company is managed with a long-term mindset, which translates into leading investment returns, dependable business relationships and leading ethical practices in all dealings. LionGuard is a signatory to the United Nations-supported Principles for Responsible Investment.

SOURCE Walter Global Asset Management

For further information: Walter Global Asset Management: Amélie Plante, DDMG Communications, 514-975-9425, strategie@amelieplante.com; LionGuard Capital Management: Andrey Omelchak, 514-448-6442, aomelchak@lionguardcapital.com

Ted Liu

Ted Liu, M.Sc. (Mining, Queen's), MBA (Finance, Toronto), is the Editor of Private Capital Journal, CanadaMetals.ca, TechWire.ca, and the former Editor of Canadian Private Equity. Ted has been passionately tracking Canadian private capital industry since 1992, having most recently served as Research Director for The Canadian Venture Capital and Private Equity Association (CVCA).

Ted is the architect of CVCA infobase, and is the architect of CPE Media's Financings.ca, Canada's most sophisticated and advanced all private capital and public market financing database.