Black Creek Investment Management

What Black Creek Investment Management does

Black Creek Investment Management Inc. is a private, 100% employee-owned boutique investment management firm headquartered at 123 Front Street West, Suite 1200, Toronto, Canada. Founded in 2005 by Bill Kanko (formerly Senior VP and lead manager at AIM Trimark), the firm manages global and international equity portfolios on a fully discretionary basis for institutional investors (pension plans, charitable organizations, investment funds, registered investment advisers) and accredited/permitted clients. Management services are delivered in Canada where the firm is registered as a portfolio manager, exempt market dealer, and investment fund manager across multiple provinces (Ontario, Quebec, British Columbia, New Brunswick, Newfoundland and Labrador, Manitoba, Nova Scotia, Saskatchewan, Alberta), and in the United States where it is registered as an investment adviser with the SEC. Services are explicitly not offered to retail investors or individuals residing in Quebec.

The firm's investment approach is concentrated and contrarian. It builds portfolios of 25-35 "winning businesses from around the world that are misunderstood or misperceived by the market," explicitly framed as collecting businesses rather than trading stocks, with a 5-10 year horizon and an unconstrained, go-anywhere global style. Portfolio managers are required to invest personally in the strategies they manage, aligning employee and client interests. A Global Fixed Income capability (Director of Global Fixed Income) has been added alongside the core equity strategies, broadening the product surface for institutional clients.

The business model is fee-based recurring revenue from investment management services. The firm employs 11-50 staff, led by a deeply experienced senior team including co-founder Bill Kanko (Portfolio Manager and Managing Director), Richard Jenkins (Chairman and Managing Director, formerly manager of $10 billion across multiple Trimark funds), Jeff Israel (President, COO, and Managing Director), and additional Directors of Global Equities sourced from Invesco Trimark, RBC Asset Management, Sanford Bernstein, OppenheimerFunds, BMO Capital Markets, OMERS, and other major institutions. Distribution is handled through three dedicated institutional relationship managers (Harold Lounds — Global Head of Business Development, Paul Buligan — Director Relationship Management, Jean André Le — Institutional Client Manager) targeting institutional investors and consultants. No AUM, revenue, or fee schedule is publicly disclosed.

Name

Black Creek Investment Management

Legal name

Black Creek Investment Management Inc.

Website

https://bcim.ca

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Black Creek Investment Management is a 100% employee-owned boutique investment manager headquartered in Toronto that provides fully discretionary global and international equity (and global fixed income) management on a long-term, concentrated business-owner basis to institutional and accredited clients in Canada and the United States.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management
• Global equities
• International equities
• Portfolio management
• Institutional asset management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Investment Management Services: Black Creek generates revenue through investment management fees charged to clients for managing global and international equity portfolios. The firm manages assets for Permitted Clients and Accredited Investors in Canada, and institutional clients and sophisticated investors in the United States. The exact fee structure is not publicly disclosed.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Black Creek Investment Management is a boutique, employee-owned investment manager that provides fully discretionary management of global and international equity portfolios. It builds concentrated portfolios of 25-35 winning businesses that are misunderstood or misperceived by the market, using a long-term, high-conviction, business-owner approach for institutional clients, permitted clients, and accredited investors.

Product overview

Black Creek Investment Management is a boutique investment management firm that offers fully discretionary investment management services for global and international equities. The company's core offering is a long-term, high-conviction investment strategy that builds portfolios of 25-35 winning businesses from around the world that are misunderstood or misperceived by the market. Black Creek operates as a single unified investment management service rather than a platform with multiple modules. The firm is 100% employee-owned and manages assets exclusively for institutional clients, permitted clients, and accredited investors in Canada and the United States, with services also available internationally pursuant to registration exemptions. The company does not offer products or services to retail investors.

Differentiator

Problem solved

Functional benefit

Products and services

• Global and International Equity Investment Management Fully discretionary investment management service focused on global and international equities. Builds concentrated, long-term, high-conviction portfolios of 25-35 winning businesses that are misunderstood or misperceived by the market, offered to institutional clients, permitted clients, and accredited investors in Canada, the United States, and internationally pursuant to registration exemptions.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Market position

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Black Creek Investment Management