The Heirloom Story
Built for a Canadian Family Office in 2009, Heirloom now offers its Alternative Investment expertise more broadly to help investors strengthen their portfolios.
Geoff Dover builds Family Office for Canadian Field-Marsham family
Heirloom spun-out to offer investment strategy to external investors
Launched Alternative Investment Capability
Awarded “Hedge Fund Manager of the Year” by MEA Markets.*
Launched Co-Investment solutions Awarded “Hedge Fund Manager of the Year” by M&A Today.*
Launched Alternative Yield + Legal Lending Funds. Awarded “Best Boutique Investment Firm” by MEA Markets.*
Awarded “Hedge Fund Manager of the Year” by Global 100.*
Received Performance Awards from Preqin and Barclayhedge in August, October and November 2021.*
Received Performance Awards from Preqin and Barclayhedge in January and December 2022.*
*No compensation was paid to any entity to be considered for any of the above-mentioned awards. The awards outlined were received for the full year in which they are mentioned, with the exception of BarclayHedge which was for August, October and November 2021, and January and December 2022. It also received the #5 Performer in its Fund Class for the 2022 year. The Preqin performance award was for the period of September 2021 – March 2022. Rankings, awards and/or recognitions by unaffiliated publications should not be construed by a client or prospective client as a guarantee that Heirloom will provide a certain level of results in client accounts nor should they be construed as current or past endorsements of Heirloom by clients. With respect to the application decision-making process, Heirloom did not formally apply for any of the awards we received. Each award has its own evaluation criteria and uses its own methods to determine the winners for their awards, and did not ask us for a formal submission to be considered.