Sagard Holdings Management Inc.
Sagard Holdings Management Inc. is a global multi-strategy alternative asset management firm headquartered in Toronto, Ontario, Canada. Founded in 2016, it operates across venture capital, private equity, private credit, real estate, and private wealth management. The firm manages over $32 billion in assets, employs more than 440 professionals in offices across North America, Europe, and the Middle East, and serves institutional investors, high-net-worth individuals, and family offices. Sagard is recognized for its entrepreneurial culture and broad investment expertise.
Investment Strategy
Sagard Holdings pursues a multi-strategy approach across venture capital, private equity, private credit, and real estate, aiming to deliver flexible capital solutions and long-term value creation. The firm focuses on building a global network of investors, portfolio companies, and commercial partners to generate unique investment opportunities. Sagard’s strategy prioritizes fundamental analysis, operational expertise, and collaborative engagement, targeting small to mid-market buyouts, growth equity, and innovative financial solutions. The philosophy centers on partnership, entrepreneurial spirit, and rigorous execution to achieve consistent returns for clients and stakeholders.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares Core S&P 500 ETF | 17.22% | $6.2M | 9,911 | $620.90 | $620.90 | +$6.2M |
H HGER | Harbor Commodity All-Weather Strategy | 10.02% | $3.6M | 147,462 | $24.29 | $24.29 | +$3.6M |
U USMV | iShares MSCI USA Minimum Volatility ETF | 9.91% | $3.5M | 37,714 | $93.87 | $93.87 | +$3.5M |
V VUSB | VANGUARD BD INDEX FDS | 9.79% | $3.5M | 70,180 | $49.87 | $49.87 | +$3.5M |
V VGSH | VANGUARD SCOTTSDALE FUNDS | 9.65% | $3.4M | 58,692 | $58.78 | $58.78 | +$3.4M |