Picton Mahoney Asset Management

Picton Mahoney Asset Management is a boutique portfolio management firm based in Toronto, Canada. Established in 2004, the company specializes in providing investment management services to both institutional and retail clients. It focuses on authentic hedge strategies aimed at delivering attractive risk-adjusted returns, with minimal or no correlation to traditional market movements. Through its tailored approach to portfolio management, Picton Mahoney seeks to meet the diverse needs of its clients in the investment landscape.

Sam Acton

Partner and Portfolio Manager, Fixed Income

Michael Kimmel

Founding Partner and Portfolio Manager, US Equities

Taras Klymenko

Partner, Managing Director and Head of Institutional Business

Michael Kuan

Founding Partner and Portfolio Manager, International Equities

Michael Lynds

Managing Director and Head of Retail Business

Brendon Scott

Partner and Vice President

Dean Shepard

Managing Partner and Chief Revenue Officer

2 past transactions

Anthropic

Secondary Market in 2024
Anthropic is an artificial intelligence research company dedicated to enhancing the safety and reliability of AI systems. The firm focuses on developing large-scale AI models that are interpretable, steerable, and aligned with human values. Its research encompasses various areas, including natural language processing, human feedback, scaling laws, reinforcement learning, and code generation. The company aims to produce AI systems that prioritize transparency and safety, enabling clients to better understand both the opportunities and risks associated with artificial intelligence. Anthropic's initial product, Claude, serves as an AI assistant designed for a range of tasks, reflecting the company's commitment to creating trustworthy AI solutions.

Vertex One Asset Management

Acquisition in 2020
Vertex One Asset Management Inc. is a privately owned investment management firm based in Vancouver, British Columbia, founded in 1997. The firm primarily serves individual clients, including personal holding companies, registered retirement savings plans, registered retirement income funds, and family trusts. Vertex One manages a range of investment products, including equity, fixed income, balanced mutual funds, and hedge funds. The firm invests in public equity and fixed income markets globally, employing a fundamental analysis approach with a focus on bottom-up stock picking to guide its investment decisions.
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