Spartan Fund Management Inc. is a Toronto-based investment management company specializing in emerging Canadian alternative investment managers. Spartan hires talented and experienced investment managers from a variety of backgrounds - typically hedge fund managers, private investment managers or institutional portfolio managers - that have proven expertise within a well defined investment strategy. Spartan's infrastructure utilizes the institutional model, with independent risk management/compliance and well known third party service providers. Spartan offers a variety of strategy specific funds that provide exposure to a broad range of strategies and markets.
The investment strategies employed by the various Fund’s in Spartan include Relative Value Option Arbitrage/Equity Index Arbitrage (Dorset), Long/Short Equity - Quantitative (LSQ), Long Biased Emerging Markets (APQ), Micro/Small Cap (Teraz), Trend Following (onTREND), Pattern Recognition (qmetrica) and Short Term Momentum (Eleven).
Institutional Edge: Our Competitive Advantage
The vision in creating Spartan, and our edge, is to bring the institutional experience and discipline of successful institutional money managers, proprietary bank traders, floor traders and market makers within an investment fund structure. Many of Spartan’s investment management team previously worked within an institutional framework, where they were judged by their performance on a day-to-day basis within very tightly controlled risk budgets. Bringing this group of money managers and traders together within an investment fund structure gives Spartan a significant edge, which our investors benefit from.
Preservation of Capital
Many of the investment professionals that we hire consider the preservation of capital to be as important as performance. Avoiding large losses is invaluable, not just for our client’s peace of mind but for their returns as well. Making money in good times is relatively easy. Limiting the amount of losses during bad times is key to creating long term wealth.
A Stake in Our Funds
Many of the employees of the firm are – and will remain – significant investors of the various funds that we manage. In order for Spartan to launch a new fund, the team of investment professionals dedicated to that fund often invest a substantial portion of their net worth in such fund.
Governance and Infrastructure
Governance and infrastructure are paramount in everything that we do. Each member of our senior management team has over 20 years experience in the capital markets area covering all key areas in wealth management – trading, operations, risk management and compliance. We follow a broad range of “best practices” which we think are pivotal to the operation of any money management firm. One simple, but crucial, example: we believe that it is important that compliance and risk officers operate at arms-length from the trading function in order to ensure separation of duties, to eliminate conflicts of interest and to provide inherent objectivity within the firm.