Barrantagh Investment Management

Name

Barrantagh Investment Management

Legal name

Barrantagh Investment Management Inc.

Website

https://barrantagh.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

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

Discretionary Portfolio Management (Retail) (FSAAAAAH)

akta.pro secondary industries

Multi-Sector / Total Return Fixed Income (FSAAAHAJ), Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB), Insurance General Accounts (Institutional Asset Owners) (FSAAAGAG)

Keywords

• Investment management
• Separately managed accounts
• Value investing
• Mutual funds
• Portfolio management

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Revenue model

1. Investment Management Fees: The firm generates revenue through management fees charged as a percentage of assets under management. Fees vary by product series: F Class (Broker/Dealer Fee-based) at 1.00%, A Class (Broker/Dealer) at 2.00%, and O Class (Institutional) at negotiable rates. Additional revenue is generated through separately managed account (SMA) mandates with varying minimums and fee arrangements.

Pricing tiers

Go-to-market motion2 records

Distribution channels8 records

Marketing channels5 records

Core offering

Barrantagh Investment Management is an employee-owned Canadian investment management firm offering Separately Managed Accounts (SMAs), mutual funds, and custom mandates. The firm manages portfolios using a long-term fundamental value investing approach applied to Canadian equities and fixed income, with ESG considerations integrated into the investment process. Products are delivered to investment advisors, private clients, and institutional investors across multiple custodial platforms.

Product overview

Barrantagh Investment Management offers a unified investment management platform centered on fundamental value investing. The core offerings include separately managed accounts (SMAs) across multiple equity strategies (Canadian All Cap, Mid Cap, and Small Cap; Global Equities) and Fixed Income, plus the Barrantagh Small Cap Canadian Equity Fund mutual fund launched in 2019. The company provides client-facing digital platforms including a Client Portal and Advisor Portal, along with research publications (BIM Reviews) and webcasts. All strategies emphasize quality value investing with 20-40 securities per mandate, low portfolio turnover, and ESG integration. Investment solutions are distributed through multiple advisor channels and available to private clients ($1M minimum), institutional clients, and investment advisors.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• Average return improvement of over 4% with risk reduction of over 1% achievable through diversification with small cap Canadian equities
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Jarislowsky Fraser: Montreal-based Canadian institutional money manager with concentrated, research-driven Canadian and global equity mandates. Direct competitor for institutional and high-net-worth Canadian mandates.
• Beutel Goodman & Company: Toronto-based privately held Canadian boutique focused on dividend-yielding, value-style Canadian and global equities for institutional and private clients. Closely comparable on philosophy, client mix, and product structure.
• Letko, Brosseau & Associates: Montreal-based employee-owned Canadian boutique managing global, Canadian, and fixed income mandates for institutional and private clients. Closely comparable in employee ownership, multi-asset SMA offerings, and Canadian advisor distribution.
• Mawer Investment Management: Calgary-based employee-owned Canadian boutique applying a disciplined, fundamentals-driven, low-turnover approach to Canadian and global equities. Direct competitor in the Canadian value/quality manager universe with overlapping institutional and advisor distribution.
• QV Investors: Calgary-based employee-owned Canadian boutique running concentrated, dividend-oriented Canadian and global equity mandates. Highly comparable in size, ownership model, and value/quality philosophy.

Broad incumbents

• Fiera Capital: Large Canadian independent asset manager offering Canadian, global, fixed income, and balanced strategies across institutional, private wealth, and retail channels. Comparable product breadth but materially larger and broader than Barrantagh.
• CI Global Asset Management: One of Canada's largest asset managers offering a broad mutual fund and SMA lineup across equity, fixed income, and balanced strategies. Competes with Barrantagh mutual fund and SMA offerings on the same broker-dealer shelves.
• 1832 Asset Management (Scotia): Scotia-bank-affiliated Canadian asset manager offering Canadian, global, and balanced mutual fund and SMA mandates on major Canadian advisor platforms. Competes head-to-head with Barrantagh on BMO, RBC, and similar shelves.

Regional players

• Canadian Wealth Management Group (Industrial Alliance): Canadian insurance-affiliated wealth platform with in-house fundamental equity and balanced mandates distributed through Quebec-led advisor networks. Adjacent comparator for private client and institutional distribution in the Canadian market.

Emerging players

• Dorval Asset Management: Smaller Canadian boutique offering value-tilted Canadian and global equity mandates to advisors and institutional clients. Comparable in focused, philosophy-led approach though smaller in scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/barrantagh-investment-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 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 Barrantagh Investment Management