Strategy: Large Cap Core Equity &
Wealth Management
Kudu investment: September 2021
Strategy: Alternative Credit
Kudu investment: July 2019
Strategy: Opportunistic Credit/Equity
Kudu investment: August 2022
Strategy: CLO Debt/Equity
Kudu investment: February 2019
Strategy: Wealth Management
Kudu investment: July 2019
Strategy: Wealth Management
Kudu investment: July 2022
Strategy: Emerging Markets
Kudu investment: June 2022
Strategy: Small Cap Equities
Kudu investment: November 2021
Strategy: Private Real Estate
Kudu investment: December 2019
Strategy: Alternative Credit
Kudu investment: December 2021
Strategy: Small Cap Equities
Kudu investment: December 2020
Strategy: Private Real Estate
Kudu investment: July 2018
Strategy: Wealth Management
Kudu investment: June 2020
Strategy: Private Credit
Kudu investment: September 2021
Strategy: Multi-Strategy
Kudu investment: October 2018
Exit: January 2023
Strategy: Alternative Credit
Kudu investment: January 2023
Strategy: Multi-Manager Real Assets
Kudu investment: March 2019
Exit: June 2022
Strategy: Distressed
Kudu investment: July 2019
Strategy: Small Cap Core Equity
Kudu investment: June 2015
Strategy: Large Cap Core Equity
Kudu investment: June 2015
Exit: December 2021
Note: Champlain Investment Partners and WestEnd Advisors investments are or were previously managed on behalf of a third party investor. This list reflects all investments made to date; some firms may have subsequently exited.