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Heirloom Investment Management

Heirloom is a $600mm AUM (end April 2021) alternative investment manager, specializing in capacity-constrained investments that stand to benefit from long-term trends or are subject to market dislocations that cause their value to deviate materially from fundamentals.

Heirloom is a pioneer in macro-thematic investing, which focuses on allocating capital to areas supported by long-term trends. This follows the same principles identified by McKinsey as what will take institutional investors “from big to great”. We focus on understanding the return drivers of each investment, which allows us to understand how they will interact together to comprise a portfolio.

Heirloom is proactive and nimble, with a particular expertise in “esoteric alternative” investments, that would be beneficial to most portfolios but that are difficult to access for individual investors or more mass-focused private banks or investment consultants. This allows us to access these opportunities at the peak of their risk-reward cycle, often exiting them once the masses have discovered them and the return has been driven down and the risk driven up.
Industry Role:
FundManager
InvestorAllocator
Investor Type:
MultiFamilyOffice
InvestmentCompany
Investment Interests:
HedgeFund
PrivateEquity
# Contact Info Location
1.
Beth Hirshfeld
Vice President
                                                                Beth is Vice-President, Marketing and Corporate Development at Heirloom Investment Management.  Previously, Beth practiced commercial and securities law at Blake, Cassels & Graydon LLP, one of Cana...
                                                 
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    Wilmington, Delaware, US
2.
Geoff Dover
Chief Investment Officer
                                                                An investor from the age of 6 (with a little help from my father), I began my career as an Investment Banker with Donaldson, before spending a decade as a Private Equity professional with Canada's ...
                                                 
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    Wilmington, Delaware, US
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