Business Details
21 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Since 2005, Blackcreek Investment Management has specialized in disciplined global equity management, offering institutional clients and accredited investors a focused, boutique investment experience. As a 100% employee-owned firm, we align our interests with clients by personally investing in the strategies we manage. Our culture emphasizes long-term thinking, rigorous research, and collaborative debate to identify undervalued global businesses.With a team of seasoned professionals, we prioritize investment excellence over asset gathering, ensuring our decision-making remains independent and client-centric. Our portfolios reflect a business-owner mindset, avoiding short-term market noise to deliver high-conviction, diversified strategies tailored to sophisticated investors.
Services
Global Equity Management
Portfolio Management
Investment Advisory
Institutional Asset Management
High-Conviction Strategies
Details
- Year established: 2005
Highlights and features
- We are 100% employee-owned, ensuring alignment with client interests.
- Our team personally invests in strategies we manage.
- We maintain a long-term, business-owner mindset in portfolio construction.
- Our global equity focus identifies undervalued companies worldwide.
- We prioritize investment excellence over asset-gathering growth.
Services
Global Equity Management
Our global equity strategies identify undervalued businesses worldwide through fundamental analysis. We construct concentrated portfolios of 25-35 companies, focusing on long-term value creation rather than short-term market trends. This approach delivers diversified exposure to global markets while maintaining alignment with client objectives.
Portfolio Management
We offer fully discretionary portfolio management services tailored to institutional clients' specific needs. Our process emphasizes risk-adjusted returns through rigorous security selection and strategic asset allocation. Portfolios reflect our conviction-driven approach, combining global opportunities with disciplined risk management frameworks for optimal client outcomes.
Investment Advisory
Our advisory services focus on creating customized investment solutions for sophisticated investors. We combine market expertise with personalized guidance, maintaining transparency about strategy parameters and risk profiles. Our team provides ongoing portfolio reviews and market insights to support informed decision-making for complex financial needs.
People
Bill Kanko
Portfolio Manager and Managing Director
Founder of Blackcreek Investment Management with over 25 years of investment experience. Leads portfolio strategy and investment decisions, emphasizing long-term value creation through disciplined equity selection and risk management frameworks.
Jeff Israel
President, Chief Operating Officer and Managing Director
Oversees firm operations and strategic direction with 20+ years in financial services. Ensures operational excellence supports investment processes while maintaining regulatory compliance across multiple jurisdictions.
Harold Lounds
Global Head, Business Development
Manages client relationships and business growth initiatives. Brings extensive industry experience in connecting institutional investors with sophisticated investment solutions through personalized advisory services.
Richard Jenkins
Chairman and Managing Director
Provides strategic leadership with deep expertise in global markets. Guides firm governance and investment philosophy development while maintaining focus on long-term client value creation.
Evelyn Huang
Director of Global Equities
Leads global equity research with specialized knowledge in international market dynamics. Contributes to portfolio construction through fundamental analysis of undervalued businesses across sectors and regions.
Questions
What services does Black Creek offer?
Black Creek provides global equity management and portfolio solutions for institutional clients and accredited investors through high-conviction, long-term strategies.
Who are Black Creek's typical clients?
We serve institutional investors, pension plans, charitable organizations, and accredited individuals seeking sophisticated global equity exposure.
How is Black Creek structured as a firm?
We operate as a 100% employee-owned boutique investment manager with teams in Toronto and regulatory registrations in Canada and the U.S.
What differentiates Black Creek's investment approach?
Our business-owner mindset focuses on undervalued global businesses, avoiding short-term market trends to build concentrated, diversified portfolios.
How can I verify Black Creek's credentials?
We are registered with the SEC as an investment adviser and Canadian securities commissions as portfolio managers.
