Ottawa Community Foundation has an investment portfolio valued at CAD 249.56 million as of December 31, 2022, held in private equity, real estate, infrastructure, publicly traded equities, fixed-income securities, and cash. Its private equity investments span buyouts, private equity growth expansion, diversified private equity, and venture capital fund strategies. The foundation has committed to the fund of Mercer. The executive management team governs its investments. Mr. Tom Valks is Chairman of the Investment Committee & Board Member, and Mercer is the LP Consultant.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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