Private Equity

Private Equity
We offer a complete private equity
solution for institutional and
high net worth investors

The Fiera Comox Global Private Equity Fund owns a diversified portfolio of middle-market private equity investments, focusing on maximizing investment returns without undue risk of loss.

The Fund represents an attractive opportunity to invest in the private equity asset class with a highly experienced and institutional-grade investment team. We believe private equity offers compelling return characteristics and diversification benefits for long-term minded investors. The Fund’s comprehensive global investment strategy and innovative structure allows investors to access the asset class through an open-end fund.

Featured Investments

Fiera Comox Global Private Equity is a globally diversified portfolio of corporate private equity investments, focusing on generating attractive absolute downside protected returns over the long-term.

Portfolio Footprint

Fiera Comox’s Global Private Equity Fund consists of 28 distinct investments, offering current and potential investors balanced global exposure to the asset class. This portfolio spans various sectors, geographies, and investment types, enhancing diversification benefits.

Fiera Comox is continuously assessing new opportunities to further enhance its portfolio.

28
Total
Investments
As at September 30, 2024

Around the World

North America

Sector

  • Financials
  • Healthcare
  • Business Services
  • Industrials
  • Consumer
  • Other
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Project #1 in

Financials
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Project #2 in

Healthcare Services
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Project #3 in

Business Services
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Project #4 in

Industrials
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Project #5 in

Business Services
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Project #6 in

Consumer
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Project #7 in

Healthcare Services
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Project #8 in

Industrials
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Project #9 in

Other
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Project #10 in

Financials
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Project #11 in

Industrials
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Project #12 in

Consumer
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Project #13 in

Consumer
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Project #14 in

Financials
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Project #15 in

Healthcare

Investment Parameters

Sector

Icon for Business Services Business Services 23%
Icon for Financial Services Financial Services 22%
Icon for Consumer Consumer 18%
Icon for Healthcare Healthcare 13%
Icon for Industrials Industrials 11%
Icon for Media Media 9%
Icon for Other Other 4%

Geography

North America 83%
Europe 17%

Deep Experience

The Fund represents an attractive opportunity to invest in a private equity portfolio selected by an experienced management team with a strong track record, complementary skills and expertise and an extensive network of contacts in private equity globally.

Key Criteria

  • History of growth, healthy profitability, and positive cash flow generation
  • Strong and defensible competitive position in a large and growing industry
  • Resilient through economic cycles
  • Strong and aligned management teams and investment partners
  • Attractive entry valuation and conservative operating and financial leverage
  • Multiple performance drivers, such as i) organic revenue growth, ii) M&A opportunities, iii) margin improvement and cost rationalization, and iv) multiple expansion
  • Stable jurisdictions (North America and Western Europe)
  • Flexibility to invest in preferred equity instruments that benefit from structural downside protection while retaining upside return potential
  • Limited and/or mitigated Environmental, Social & Governance (“ESG”) and reputational risks

Private Equity offers the following benefits:

  • Strong historical outperformance
  • Less volatility and greater resilience in downturn
  • Portfolio diversification from public markets and other alternative asset classes
  • Broad investment universe
  • Multiple value creation levers

Private Equity Team