We invest in long and short opportunities across capital markets and companies’ capital structures, and investments are selected for their optimal risk-adjusted return profiles. Our investment approach combines fundamental value analysis with sensitivity to changing market environments. We possess global search capabilities for situation or trade specific opportunities across asset classes where our research, full trade evaluation capabilities across asset classes and geographies, direct sourcing capabilities, and an ability to make rapid capital allocation decisions are advantageous.
Since its founding, Ledger Capital Management Ltd has earned and prides itself on successful investing based on innovation, dexterity and flexibility, thorough due diligence and leveraging synergies between qualitative and quantitative research, and all important risk management, underpinned by proprietary risk and compliance systems designed and built over the past 15 years. As a longstanding participant in Asian capital markets, we have acquired deep legal and regulatory knowledge across jurisdictions, have established excellent relationships with counterparties and local corporations, and developed leading-edge investment and business processes and controls.
Central to our approach is investing in strategies and positions that present unique and favorable risk return characteristics.
WHAT MAKES FOR A SMART PARTNERSHIP?
The art of smart partnerships defines how we operate as Ledger Capital Management Ltd. It is a balanced approach embodied in four tenets, anchored by our core value, integrity. Our values and tenets guide our behaviour, and by following them, we are able to build productive and successful long-term relationships based on trust and respect.
Our core value:
- Integrity is our anchor and defines how we behave as a team. To us, integrity is about making the right choices. It’s about honesty and transparency. Above all, it’s about living up to the “spirit of the deal.”
Our four tenets:
- We view our stakeholders—investors, advisors, intermediaries, agents and portfolio companies—as partners, and each group is integral to our mutual success.
- We work hard to find common ground and to integrate and align our stakeholders’ goals to ensure successful outcomes.
- We dive deeper to get a complete understanding of the companies we invest in and partner with, and go to great lengths to find creative ways to structure and execute deals that will form the basis for our partnerships for years to come.
- We’ve built a reputation for consistency: consistency in our approach to investing; consistency in the manner we do business with our partners. We avoid what some might call “style drift” by staying focused on companies in Canada’s middle market that demonstrate a high potential for success.
Our business is as much about people as it is about financial statements. It’s as much about relationships as it is about fundamentals. That’s why we approach each opportunity with a balance of creativity (the art) and analytics (the smart). We call this ‘the art of smart partnerships’
Our integrative approach is a balance of creativity and analytics that’s based on four principles, or tenets, anchored by our core value, integrity.
For over 19 years, our active management approach and relationship based business has generated attractive returns for investors.
Years of Experience
Million Assets Under Management