Client Service

We differentiate ourselves through our client-focused approach which encompasses the following strategies.

Independence

18 AM is 100% independent. Clients benefit knowing that all business and portfolio decisions are made in-house.

Boutique Firm

18 AM will remain a small company in terms of staff and clients. Being small allows us to foster a strong Culture and to provide clients with personal service.

Outsourcing

Outsourcing of non-investment activities is a strategy designed to avail 18 AM of world class expertise while managing its internal staff complement.

Narrow Client Set

18 AM focuses solely on the institutional market. An expected client set of 20 – 40 clients allows 18 AM to provide superior client service.

Product Focus

18 AM has started with Canadian equity portfolios. A focused product strategy will be considered in the future. Fewer products mean fewer distractions.

Investment Philosophy

18 AM uses a systematic, disciplined investment process built on research and experience and a focus on styles.

Fund Caps

A mandate’s capacity is set at a low industry level, allowing clients maximum performance opportunities.

Fee Structure

18 AM fees are negotiable. We will consider fees based on performance according to client preference.