Principled Investing. Reliable Long-Term Solutions.

Heirloom Investment Management

Heirloom Investment Management (Heirloom) delivers institutional-quality investment solutions to families, HNWIs and small institutions via Cayman-domiciled funds and managed accounts. Heirloom was originally developed by Chief Investment Officer Geoff Dover as the in-house investment function for a Canadian family office, but spun-out in 2015 to make their investment strategy more widely available. Heirloom’s cross-asset, macro-thematic, capital-preservation focused investment strategy has delivered 12.7% annualized returns since 2009.

Heirloom focuses on allocating capital to investment themes based on attractive long-term trends and market dislocations, taking advantage of the findings of numerous academic studies that show 90% of an investment portfolio’s return is based on top-down allocation, while less than 5% is attributable to individual security selection.

Their investment solutions include separately managed accounts, Cayman-domiciled funds, exchange-traded notes, a co-investment program, and a structured solutions range that provides risk protection and / or return enhancement for liquid investments.

Outsourced CIO to Heirloom Fund

We develop Investment Solutions for different client types, providing access to our high- performing investment strategy

You can access our strategy in two key ways:

Portfolio Solutions

Individual Investment Solutions

We also provide Advisory Services, which range from a complete in-house investment function as Outsourced Chief Investment Officer (OCIO) to acting as a sub-advisor to Investment Management firms.

Outsourced CIO

Comprehensive investment management function with a high degree of customization for the needs of the family or its advisors. This includes reporting, involvement in investment decisions, etc.

Useful when there is no existing investment team, or when they do not have the time/capability to manage an investment portfolio.

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Managed Accounts

Flexible access to Heirloom’s core investment strategy, with ability to target particular investment criteria (e.g.non‐local investments, Shari’ah compliant, theme‐specific).

Customized reporting, flexible family/team/advisor involvement and custom structure (e.g. existing banks).

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Advisory Services

For families with established investment capabilities, Heirloom can act in an advisory capacity.

This could include acting on an investment committee, conducting a periodic portfolio review, and/or educating/mentoring existing resources.

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Co‐Investments

The ability to co‐invest alongside investments we are making for our other clients.

Most suitable as a complement to a Managed Account or the Heirloom Fund.

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Heirloom Fund

Direct access to Heirloom’s core investment strategy and performance via an established Cayman vehicle. Gold‐standard governance and infrastructure.

Suited to smaller investment sizes, or for those that do not need a customized managed account.

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