7
Voices of RPIA
In Our Firm
OUR JOURNEY THROUGHOUT THE YEARS
2009
2016-2017 We decided to expand our product offerings beyond hedge fund strategies and launched our first mutual fund, RP Strategic Income Plus Fund, in 2016 to provide retail investors with an active core bond strategy. At this point, we were managing close to $4 billion for Canadian investors, including high- net-worth individuals, institutions, and investment advisors. 2018 As our investment capabilities grew, we began to recognize the importance of conducting ESG analysis as a supplement to our fundamental financial analysis. As a result, we became a signatory of the UN Principals of Responsible Investment in 2018. At this time, we were managing $5 billion of investor capital with 5 different investment strategies. investment capabilities, we began searching for trading software that can aid with security selection in the vast and complex bond market; however, we found none that fit our unique, highly dynamic investment style. We decided to invest in our technological capabilities and 2019 To further institutionalize our developed our own custom trading platform called SANTA (Structing Analysis & Trading Assistant). In 2019, we also launched our first ESG-themed mandate, the RP Broad Corporate Bond (BBB, Carbon Reduced) strategy, in line with our commitment to ESG.
2020-2021 In 2020, the Allyship Committee was formed to foster a deeper understanding of the diversity and representation within the firm, bringing together employees through events and volunteerism. Our team grew significantly during this period, and we expanded our office space into a neighbouring building, 43 Hazelton Ave., which included more meeting spaces for our team to better serve our investors. 2022 In 2022, we launched our second ESG-themed mandate, the RP Broad Corporate Bond (Fossil Fuel Exclusion) strategy, developed in partnership with one of our institutional investors and in collaboration with the index. We also became Great Place To Work certified, which highlighted our culture of partnership and community. 2023-2024 Today, we are celebrating 15 years of RPIA as we continue to produce strong returns and provide highly personalized service for investors across Canada. We currently manage $14 billion across 12 investment strategies with a team of over 100 employees, 27 of whom are investment professionals. We remain independently owned, and our employees have over $250 million invested alongside our investors.
Launched the firm to serve Canadian investors with active global fixed income solutions, beginning with our flagship long/short strategy, RP Debt Opportunities. In that first year, we were managing around $50 million for family and friends. 2010-2012 We partnered with a family office to help them achieve their traditional fixed income needs through a long- only solution. Due to increased demand for this product, we launched this mandate as the RP Fixed Income Plus strategy in 2012. 2013 We celebrated our first “yard” party with $1 billion of assets under management. This achievement was a result of a growing, high-caliber team and a new institutional quality infrastructure. This required a larger office space, and we moved out of our office on Yorkville Avenue to just around the corner at 39 Hazelton Avenue, where we still operate. 2014-2015 We identified a gap in active credit solutions available to Canadian investors and launched our highly opportunistic credit strategy, RP Select Opportunities, in 2014. The team continued to grow as we increased the scale of our investment operations and business development endeavours.
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