Investment Details

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ATRF believes in being transparent with members so they understand how the plans' assets are invested. Following are some of the most important details about ATRF's investments.

ATRF Asset Management

As required by legislation, ATRF began to transition the responsibility for investment management activities to AIMCo in early 2021. This transition was implemented in a staged manner, with public market assets remaining under direct ATRF management at August 31, 2021, but the private market assets had been transitioned to AIMCo management earlier in 2021.

The vast majority of the private market assets and partners in the portfolio were selected by ATRF prior to their transition, but some of the positions and relationships were selected by AIMCo after the transition. Detailed information about our assets and partners can be found below.

Note: All information on this page (unless noted otherwise) is as at August 31, 2023.

Investment Details

External Managers

Public Equities

  • Fidelity Investments Canada ULC, Toronto, ON
  • Longview Partners LLP, London, UK
  • Mawer Investment Management Ltd., Calgary, AB
  • Neuberger Berman LLC, New York, NY
  • Pyrford International PLC, London, UK
  • Somerset Capital Management LLP, London, UK
  • Wellington Management Company LLP, Boston, MA

Absolute Return

  • Man AHL Partners LLP, London, United Kingdom
  • Alphadyne Asset Management LP, New York, NY
  • Bonnefield Financial Inc. Toronto, ON
  • Campbell & Company LP, Baltimore, MD
  • Goldman Sachs Hedge Fund Strategies LLC, New York, NY
  • Ovata Capital Management Limited, Hong Kong
  • Prelude Capital Management, LLC, New York, NY
  •  Brevan Howard Capital Management LP, London, UK
  • Nephila Capital Limited, Hamilton, Bermuda

Private Market Partners

Infrastructure

  • Ardian, Paris, France
  • Asterion Industrial Partners, Madrid, Spain
  • Axium Infrastructure Partners, Montreal, QC
  • Brookfield Infrastructure Partners, Toronto, ON
  • DigitalBridge Group, Inc., Boca Raton, FL
  • Fengate Capital Management, Toronto, ON
  • I Squared Capital Advisors, New York, NY
  • Infracapital, London, UK
  • InfraRed Capital Partners Limited, London, UK
  • Keppel-Pierfront Private Credit Fund LP, Singapore
  • Kohlberg Kravis Roberts & Co. L.P., New York, NY
  • Macquarie Infrastructure & Real Assets, Inc., New York, NY
  • Pioneer Point Partners LLP, London, UK
  • Seraya Partners, Singapore

Private Equity

  • AEA Investors, New York, NY
  • AlpInvest Partners, Amsterdam, NL
  • Baring Asia, Hong Kong
  • Blackstone Strategic Partners, New York, NY
  • Capvis Equity Partners, Baar-Zug, Switzerland
  • Centerbridge Partners, New York, NY
  • Cinven Group, London, UK
  • Clearlake Capital, Santa Monica, CA
  • EagleTree Capital, New York, NY
  • EQT Partners, Stockholm, SE
  • Georgian, Toronto, ON
  • Gryphon Investors, San Francisco, CA
  • Hg Capital, New York, NY
  • Hillhouse Capital Group, Singapore
  • IK Partners, London, UK
  • Kainos Capital, Dallas, TX
  • Kedaara Capital, Mumbai, India
  • Kohlberg & Company, Mount Kisco, NY
  • Lee Equity Partners, New York, NY
  • Lovell Minnick Partners, Radnor, PA
  • Novalpina Capital, London, UK
  • PAG Asia Capital, Hong Kong
  • Patient Square Capital, Menlo Park, CA
  • Permira, London, UK
  • Rhône Group, New York, NY
  • Southern Capital Group, Singapore
  • Summit Partners, Boston, MA
  • Tenex Capital Partners, New York, NY
  • The Catalyst Capital Group Inc., Toronto, ON
  • Thoma Bravo, San Francisco, CA
  • TPG, San Francisco, CA
  • Trilantic Capital Partners, London, UK
  • TriWest Capital Partners, Calgary, AB
  • Veritas Capital, New York, NY
  • Whitehorse Capital, Dallas, TX

Real Estate

  • Anthem Properties, Vancouver, BC
  • AXA Investment Management, Paris, France
  • Brookfield Asset Management, New York, NY
  • Canadian Urban, Edmonton, AB
  • CBRE Investment Management, New York, NY
  • Conundrum Capital Corporation, Toronto, ON
  • CRG, St. Louis, MO
  • DRC Capital LLP, London, UK
  • Grandview Properties Partners, Westport, CT
  • Grosvenor Americas, San Francisco, CA
  • Hines, Houston, TX
  • HPI Real Estate Services & Investments, Austin, TX
  • LaSalle Investment Management, Chicago, IL
  • Meridian Group, Bethesda, MD
  • Minto Properties, Ottawa, ON
  • Morguard, Mississauga, ON
  • PC Urban, Vancouver, BC
  • Prospect Ridge Advisors, New York, NY
  • RXR Realty LP, New York, NY
  • UBS Global Asset Management (UK) Limited, London, UK