MacNicol Emergence Fund

The investment objective of the Emergence Fund is to generate capital gains by investing in a portfolio of privately held companies. The primary objective of the Emergence Fund is to seek investments in small companies which are not widely followed by research analysts or investors. The Fund seeks opportunities where capital exit strategies are clearly defined, and are likely to occur within a three-year time frame.

  • Invest in private companies
  • Equity
  • Convertible debt
  • Warrants
  • Objective of capital gains and moderate income
  • Returns independent of stock market
  • Investments made directly and thru Private Equity Managers
  • Target return of 12-15% p.a. (net of fees)
  • Minimum investment > $50m for Accredited Investors

Click here for the latest fund fact sheet: MAC Emergence Fund Fact Sheet December 2023

*As of March 31, 2024*

“The team at MacNicol have assembled a portfolio solution that is quite unique in Canada, and is most suited to my largest clients. The combination of equities, hedge funds, private equity, real estate, and other bespoke solutions have resulted in a protected journey when traditional equity markets are challenged, while participating in upside opportunity. Many claim “pension-style” management, but MacNicol delivers.”

“We’ve developed a great partnership with MacNicol & Associates. Their dedication to our client’s investment success is evident. We admire the disciplined approach, proven track record, and leading-edge solutions that are so hard to find in one relationship.”