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).

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).

AGF is a publicly traded asset manager, not a family office. It operates a multi-boutique model under the AGF Management Limited holding company, with distinct teams for public markets and alternatives. The alternatives business, AGF Private Capital, functions with dedicated investment professionals who manage private credit, infrastructure, real estate, and private equity portfolios (per the firm's structure as disclosed in public filings).

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).

AGF covers a broad range: private credit spans direct lending and mezzanine; infrastructure targets core and value-add assets; real estate focuses on commercial and multi-family; private equity targets growth and buyout stages. The firm does not focus on early-stage venture capital, though its fund-of-funds vehicle may allocate to VC funds (per the firm's public disclosures).

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).

AGF is a publicly traded company, not a private fortune. Its capital comes from institutional clients (pension funds, insurance companies, sovereign wealth funds, endowments, foundations) and retail investors through mutual funds and alternative investment vehicles. The McCreadie family and management own a minority stake but are not the source of the firm's wealth.

Yes, AGF operates the AGF Charitable Foundation, a separate entity that receives corporate and employee donations. The foundation is governed independently from the asset management business, with its own board and investment policy. It focuses on community initiatives in Canada, including education and health (per the firm's public filings).