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AGF Investments
AGF INVESTMENTS is an SEC-registered investment adviser in Boston, MA, registered since 2010. The firm manages $4.9 billion in assets, $2.8 billion on a...
AGF Investments
AGF INVESTMENTS is an SEC-registered investment adviser in Boston, MA, registered since 2010. The firm manages $4.9 billion in assets, $2.8 billion on a discretionary basis. It has 33 employees and 23 investment advisers.
General information
Firm type
Asset Manager
Year founded
1957
AUM
$30.4 billion (per the firm, April 2024)
Location
Region
North America
Country
Canada
City
Boston
Corporate office
Toronto, Ontario, Canada
Additional offices
Boston · London · Dublin · Singapore · Tokyo · Sydney
Principals
Kevin McCreadie
CEO and Chief Investment Officer
David A. Chong
Senior Vice President, Head of Alternative Investments
Sector focus
Frequently asked questions
Who runs investment decisions at AGF Investments?
Kevin McCreadie serves as CEO and Chief Investment Officer, overseeing both public and private market strategies. David A. Chong leads the alternatives business as Senior Vice President and Head of Alternative Investments. The firm operates with semi-autonomous boutique teams for private credit, infrastructure, real estate, and private equity (per the firm's official communications).
How does AGF source proprietary deal flow?
AGF originates deals through its direct private equity and private credit teams, which source both proprietary and syndicated opportunities across North America and Europe. The firm also acts as a fund-of-funds allocator through AGF Strategic Value, gaining access to third-party GP deal flow. Relationships with institutional co-investors provide additional access (per public sources).
Does AGF participate in fund commitments or only direct deals?
AGF participates in both. Through AGF Private Capital, the firm invests directly in private credit, infrastructure, and private equity. Separately, AGF Strategic Value commits to third-party funds as a fund-of-funds investor. The firm also engages in co-investments alongside GPs in club and syndicated deals (per public sources).
Which sectors does AGF explicitly avoid?
AGF has not publicly disclosed explicit avoidance lists. However, its public market funds and alternative strategies have consistently focused on financials, technology, healthcare, energy, and industrials, with no known exposure to tobacco, firearms, or other controversial sectors based on the firm's ESG policies published in its annual stewardship report (per AGF's public reporting).
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