The Investment Team conducts regular ongoing due diligence and portfolio reviews of Northleaf investments and attends annual general meetings and investor syndicate meetings. Northleaf is an active, fully engaged investor and remains in close contact with the management teams of each fund investment and direct co-investment. Where appropriate, Northleaf team members participate on advisory committees of fund investments or as board members or board observers of direct co-investments. The Investment Team also conducts quarterly meetings or conference calls with lead investors/CFOs to review valuations, portfolio developments and industry trends. The team also stays current on relevant market trends by monitoring key industry sources/publications and conducting ongoing research of market developments.
Northleaf has developed and employs a systematic quarterly review and risk rating process that includes asset-level reviews across its global investment program and ensures ongoing monitoring of each individual investment. Northleaf quarterly portfolio reviews and internal risk ratings are based on a mix of based of qualitative and quantitative risk metrics. For more detail on Northleaf’s governance and risk management processes, click here.
Northleaf has developed a comprehensive reporting framework to provide its investors with a high degree of transparency into how their investments are developing and performing. Northleaf’s reporting system and processes are designed to provide custom reporting across its global funds and custom mandates. As such, Northleaf works with its investors to provide a customized reporting package appropriate to their needs and that includes quarterly conference calls, quarterly and annual reports, regular meetings and an annual investor conference. Northleaf’s goal is to offer a high-touch, tailored investor monitoring and reporting service.
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We are a global private markets investor with strong Canadian roots and a long history of superior investment returns.
We are committed to building enduring relationships with our investors, fund managers, business partners and colleagues based on trust, openness, respect and the highest standards of integrity and professionalism.