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.

    LinkedIn Company Updates

  • 17 Days Agoview on linkedin

    Heirloom Investment Management

    Heirloom is pleased to announce that we are now multi-award winning! We were named Hedge Fund Manager of the Year by MEA Markets - https://bit.ly/2wnDrPd Well done Geoff Dover Omar Faruqui, CFA Rachel Pether, CFA Doug Sawatzky Lina Zubaite Scott Field-Marsham #award #investing #hedgefunds #investments 

  • 1 Months, 18 Days Agoview on linkedin

    Heirloom Investment Management

    83% of endowments and 66% of foundations now invest in hedge funds Geoff Dover Omar Faruqui, CFA Rachel Pether, CFA Doug Sawatzky #hedgefunds #endowments #investments https://lnkd.in/fW8gzvP

  • 1 Months, 28 Days Agoview on linkedin

    Heirloom Investment Management

    Go Canada! It was only a matter of time before they started luring top Silicon Valley talent… Canada has the top-performing economy in the G7, is recognized as one of the safest regions in which to invest in the world, has a highly educated workforce, and maintains a 20-30% cost-advantage versus the United States in creative and technical industries. https://lnkd.in/fEW9ppk Geoff Dover Rachel Pether, CFA Omar Faruqui, CFA Doug Sawatzky

  • 2 Months, 1 Day Agoview on linkedin

    Heirloom Investment Management

    *Exclusive Canada Investing Opportunity*  In support of the UAE and Canadian governments' pledge for joint economic cooperation, we are pleased to announce the creation of DIFC-based Canada Investment Company (CIC), which will invest in Canada on behalf of Emirati Investors.  CIC will be managed by Heirloom Investment Management, an investment manager headquartered in Dubai with an experienced team in Canada. Heirloom will co-invest in the best opportunities across their investment themes in which Canada has an advantage, including Agritech, Robotics, Artificial Intelligence, Big Data, Renewables and Biotech.  CIC will be backed by a small number of cornerstone investors, who will have the ability to participate in the decision making of the company, to customize their allocations and to benefit from manager economics. CIC has a targeted IRR of 20% net of all fees, with partial liquidity opportunities annually.  Heirloom's cross-asset investment strategy has delivered 12.7% annualized return since inception January 2010. A summary is available at https://hubs.ly/H0br9800. If you are interested in learning more about this venture, please email geoff.dover@heirloominvesting.com

  • 2 Months, 10 Days Agoview on linkedin

    Heirloom Investment Management

    Exclusive Canada Investing Opportunity In support of the UAE and Canadian governments' pledge for joint economic cooperation, we are pleased to announce the creation of DIFC-based Canada Investment Company (CIC), which will invest in Canada on behalf of Emirati Investors. CIC will be managed by Heirloom Investment Management, an investment manager headquartered in Dubai with an experienced team in Canada. Heirloom will co-invest in the best opportunities across their investment themes in which Canada has an advantage, including Agritech, Robotics, Artificial Intelligence, Big Data, Renewables and Biotech. CIC will be backed by a small number of cornerstone investors, who will have the ability to participate in the decision making of the company, to customize their allocations and to benefit from manager economics. CIC has a targeted IRR of 20% net of all fees, with partial liquidity opportunities annually. Heirloom's cross-asset investment strategy has delivered 12.7% annualized return since inception January 2010. A summary is available at http://bit.ly/2GH0Vit. If you are interested in learning more about this venture,  please email geoff.dover@heirloominvesting.com.

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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