Our Portfolio

Below is a partial list of Caron Capital’s investments in all asset classes, including traditional investments, alternative assets, and direct investments. These investments provide the stable foundation for our diverse portfolio.

Black Cypress

Black Cypress Capital Management is an independent, privately-owned boutique investment management firm that serves clients across the country. The firm manages the wealth of a select group of individuals and families and implements his strategy with a steady hand, persistently displaying strength, wisdom, and resolve amid both widespread stress and excessive optimism.

PIMCO

As a world-renowned asset manager specializing in central banks, sovereign wealth funds, endowments, and foundations, PIMCO provides an extremely diversified selection of offerings.

Eaton Vance

This portfolio manager extends highly specialized fixed-income, equity, and other alternative investment strategies to investors in multiple classifications. The firm believes in active portfolio management with additional attention to risk and tax management.

Parametric

30 years since its inception, Parametric portfolio managers have now managed over $280 billion USD in assets around the world. The firm focuses on a disciplined approach to institutional and individual asset management.

Bahl & Gaynor

Since its founding in 1990, this Cincinnati, Ohio firm has been a 100% employee-owned investment advisor. Bahl & Gaynor maintains a focus on dividend growth investing.

Jarislowski Fraser

As one of Canada’s leading investment firms, Jarislowski Fraser operates as a registered portfolio management firm. Since its founding in 1955, this firm has managed over $37 billion CAD in investments for foundations, endowments, pension funds, and corporations, and individuals.

Neuberger Berman

As an independent, privately-owned asset manager, Neuberger Berman manages a variety of fixed-income, equity, hedge fund, and private equity assets from its global offices. With over 80 years of experience, this firm emphasizes a commitment to employee ownership, tying client success directly to employee skill.

iNovia Capital

iNovia Capital is a venture firm that partners with audacious founders to build enduring global technology companies. They seek to transform venture capital by perfecting the craft of investing in people first. They roll up their sleeves to serve founders with dedicated, long-term mentorship, a global talent network and strategic support for global scale. iNovia Capital manages over US $1B across early and growth stage funds, and holds offices in Montreal, Toronto, Calgary, San Francisco and London.

Brookfield

As an alternative asset manager holding over $540 billion USD in managed assets, Brookfield invests in over 30 countries around the world. For over 120 years, this fund manager has held assets in such diverse areas as infrastructure, real estate, equity, and private debt and continues to focus on the long-term value of its holdings.

Crescent Capital

This private debt fund manager maintains over $26 billion USD in management. In business for over a quarter century, Crescent Capital invests in debt at all levels of a business’s structure. With offices in New York, Boston, and London, Crescent Capital continues to provide long-term income and capital preservation opportunities to firms worldwide.

Blackstone

As a leading global investment firm, Blackstone focuses on infrastructure, real estate, private debt, and private equity funds management. With over $571 billion USD in managed assets via a large variety of products, Blackstone promises careful capital management for long-term results.

Third Eye Capital

This private debt fund manager provides a viable alternative for businesses seeking funding outside of traditional lending. This fund manager provides a high rate of added value to businesses experiencing special situations or innovative products.

Fiera Capital

A fund manager experienced in traditional, real estate, private debt and private equity funds, Fiera Capital holds over $170 billion USD of funds in management. This fund manager has holdings in all four areas and delivers investment solutions to clients in North America, Europe, Asia, and Developing markets.

Axium Infrastructure

Since 2008, Axium has focused exclusively on managing infrastructure-based assets. Currently, Axium invests primarily in creating cash flow and managing assets within transportation, energy, and social infrastructure within North America.

Levine Leichtman Capital Partners

This private equity fund manager is an independent investment firm that focuses on structured, quality investments in US-based middle-market companies. Since 1984, Levine Leichtman has managed over $10.8 billion USD of institutional capital.

Teralys Capital

As a private equity fund manager, Teralys Capital finances private venture capital funds in a number of different sectors. Currently, this fund manager focuses on clean energy, industrial innovations, life sciences technology, and assorted information technologies.

Starwood Capital Group

Starwood Capital Group is a private investment firm with a primary focus on global real estate. Since its inception in 1991, the Firm has raised over $70 billion of capital and currently has over $120 billion of assets under management. Over the past 30 years, Starwood Capital has invested in over $200 billion of assets, including properties within every major real estate asset class.

Georgian

Geogian’s platform identifies the best companies and provides intelligence to improve its digital diligence process. They use this to uncover opportunities to collaborate with companies. They look for high-growth technology companies that can benefit from their platform, with great leadership and strong work culture, generating $500k+ in monthly recurring revenue and raising between $25 and $75 million.

Silver Lake

Focus and commitment since its inception in 1999 has enabled Silver Lake to create a global investment platform like no other. With a portfolio comprising more than $1 trillion in enterprise value that lives and breathes technology to generate compelling annual revenue growth, the depth, breadth and momentum of Silver Lake’s network is unmatched.

Béton Préfabriqué du Richelieu

A division of the BDPL Group, Béton Préfabriqué du Richelieu (BDPR) began just over 40 years ago as Groupe Tremca. Since then, BDPR has become a leading manufacturer of precast concrete architectural and structural products.

MAC Metal Architectural

Based in Québec for over 25 years, MAC is a leading producer and innovator in the metal siding and roofing sector. The company provides metal siding and roofing for a wide spectrum of industrial, commercial and residential projects, and its products are available across North America through a network of engaged distributors.

Jellyfish Brands

Jellyfish Brands provides a number of popular branded products available via online platforms. This diverse collection includes brands such as Pure Bamboo, Stylinen, XELFLY, Park & Patio and more.

Fortress Information Security

This cybersecurity company provides critical infrastructure for power utilities, port utilities, and defense agencies. Since its inception, Fortress has managed more than 300,000 assets and 40,000 vendors and counting.

Clearsense

Specializing in analytics and data management, Clearsense supplies a data platform-as-a-service for the healthcare industry. The platform acts to centralize healthcare data from a number of tools to provide unsurpassed clarity and efficiency while maximizing profitability.

Heartland

This company provides managed landscape services through leading commercial firms across the United States. Heartland focuses its efforts on providing the best practices and best tools with continued training and support, all geared towards becoming the provider of choice for clients and employees alike.

Erabliere Yamaska

For three generations, Erabliere Yamaska has been led by a family with a passion for nature and maple syrup. With nearly 30,000 maple trees, this farm is known as a leader in this field

Periscope Fiscalistes

Periscope’s dedicated tax team leverages its wide-ranging expertise to offer transparent and objective advice on tax management. Its greatest strength is the expertise and dedication of its team members.

Collectif Brassicole Ensemble

Collectif Brassicole Ensemble is the grouping of the artisan-entrepreneurs of Boldwin, Vagabond, Loop Mission, Des Cantons, Tangram and La Memphré who brew organic beers together for the common good.

Ecolomondo

Ecolomondo is selling turnkey facilities using technology based on the Thermal Decomposition Process, also called TDP. This technology is proprietary, green and responds to today’s environmental challenges created by inefficient management of hydrocarbon waste. The process takes tire waste and transform it into carbon black, gas, oil and steel.

Groupe Access

Groupe Access was founded in 1993 and has become one of the leading Cyber Security and information technology (IT) services firms in Canada. Groupe Access provides end-to-end secure, managed services for on-prem and hybrid clouds.