Claridge is a private investment firm
headquartered in Montreal, Quebec.

Claridge represents the interests of the Stephen Bronfman family and is actively involved in the management
of a diverse portfolio of investments in private equity, hedge funds, public equities, and real estate.

About us

Building together. Making an impact. Creating a legacy.

History
Community Involvement

Private Equity

Actively backing the entrepreneurial spirit with more than capital.

Criteria
Investment strategy
Differentiation
Added value
Management style

Real Estate

We have built a wealth of knowledge.

Our ventures in real estate started in the 1950’s when we established what ultimately became Cadillac Fairview, one of the leading commercial real estate conglomerates in North America. Claridge’s focus over the last ten years has been on light industrial and mixed-use urban redevelopment in high growth North American markets. We actively seek out real estate operators and developers with which to partner on innovative projects, serving as capital provider and as deal originator.
image - Real Estate 1image - Real Estate 3

Third-Party Managed Funds

Selectively partnering with the best managers worldwide.

We diversify our active direct investment practice through funds investments leveraging resources in different markets and industries, and invest globally with a select number of third-party managers allocating capital to different strategies and asset classes that offer superior risk-adjusted returns. Our third-party managed funds include long only public equities, hedge and private equity funds.

Public equities managed funds are comprised of Canadian equity and foreign equity using a combination of active and index-replication strategies.

Hedge funds are used to reduce volatility and risk in the portfolio while attempting to preserve capital and deliver positive returns under all market conditions. Our hedge portfolio is allocated across a spectrum of strategies with a focus on long/short equity funds, event-driven/distressed funds, and multi-strategy funds.

Our private equity funds program is invested globally with some of the world’s leading private equity funds that we have strong relationships with.

We aim to achieve diversification through investment strategy, sector, geography, fund manager, and vintage year. Our focus is on large- and middle-market buyout and growth equity funds in North America, Europe and to a lesser extent in emerging markets. We also invest in real estate, credit and special situations funds.

We are also very active in co-investments with our private equity partners. Since our first investment in a private equity fund in 1998, we have invested in over 80 private equity and real estate funds and a dozen co-investments.

Select Investments

A track record of success in building companies across several sectors.

Our direct private equity portfolio spans food and restaurants, media and entertainment, real estate, and technology. Here is a selection of our success stories.

Business Services

In progress

Case Study

Media

Sold: 2000

Entertainment

Sold: 2007

Entertainment

Sold: 1998

Entertainment

Sold: 2009

Entertainment

Sold: 2009

Real Estate

Office Towers

Sold: 2013

Real Estate

Residential Development

In progress

Real Estate

Loft Office Development

In progress

Real Estate

Industrial Development

In progress

Real Estate

Residential Development

In progress

Real Estate

Office Towers

In progress

Technology

In progress

Case Study

Technology

In progress

Technology

Sold:2013

Financial

Sold: 2011

Financial

Sold: 2012

Renewable Energy

In progress

Case Study

Food

Sold: 2011

Food

Sold: 2013

Food

In progress

Food

Sold: 2010

Food

In progress

Food

Sold: 2007

Restaurants

Sold: 2000

Our Management Team

A unique mix of entrepreneurial thinking, deep financial expertise and integrity.

Stephen Bronfman

Executive Chairman

Pierre Boivin, O.C.

President and Chief Executive Officer

Zeno Santache, CPA, CA

Chief Financial Officer

Frederic Martel

Chief Investment Officer

Ludovic Dumas, CFA

Director, Direct Investments

Larry Fisher, CPA, CA

Vice-President, Taxation

Glenn Hamilton-Browne, CPA, CGA

Vice – President, Finance & Controller

News


Contact us

Address: 1170 Peel, suite 800
Montreal, QC, H3B 4P2
Phone: 514 878 5200