RIA · CRD 197522SEC-Registered

Updated:

Dundas Global Investors

DUNDAS GLOBAL INVESTORS is an SEC-registered investment adviser in EDINBURGH, registered since 2015. The firm manages $2.5 billion in assets, $2.3 billion on a...

Dundas Global Investors

DUNDAS GLOBAL INVESTORS is an SEC-registered investment adviser in EDINBURGH, registered since 2015. The firm manages $2.5 billion in assets, $2.3 billion on a discretionary basis. It has 14 employees and 7 investment advisers.

General information

Firm type

RIA

Year founded

2006

Location

Region

North America

Country

United States

City

Edinburgh

Corporate office

New York, NY, United States

Principals

Stephen D. L. Dundas

Founder and Chief Investment Officer

James R. B. Russell

Managing Director

Sector focus

Hedge FundsPrivate CreditReal EstateInfrastructurePrivate Equity

Frequently asked questions

Who runs investment decisions at Dundas Global Investors?

Stephen D. L. Dundas, founder and CIO, oversees all investment decisions. He is supported by a small team of professionals including James R. B. Russell, a Managing Director. The firm's governance is closely held by the founding family.

How does Dundas Global Investors source proprietary deal flow?

The firm sources deal flow through its network of long-standing relationships with fund managers, co-investment partners, and direct outreach. It participates in both primary fund commitments and direct co-investments alongside trusted general partners.

Does Dundas Global Investors participate in fund commitments or only direct deals?

The firm participates in both fund commitments and direct investments. It commits capital to external hedge funds, private equity funds, and private credit funds, while also making direct investments in real estate, infrastructure, and select operating companies.

What investment stages does Dundas Global Investors typically target?

The firm targets a balanced approach across growth equity, buyout, and credit strategies, with no strict stage bias. It has invested in both early-stage opportunities through co-investments and mature assets in infrastructure and real estate.

Which sectors does Dundas Global Investors explicitly avoid?

The firm has not publicly disclosed any explicit avoidance sectors, but its disclosed focus areas suggest a tilt toward hard assets and financial services, with limited exposure to early-stage technology or biotech.

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