BMO Global Asset Management’s New Fund Offers Investors Exposure to Privately-Held Companies

BMO Global Asset Management (BMO GAM) has launched BMO Georgian Alignment II Access Fund LP (Access Fund), which offers an opportunity for Canadian accredited investors to gain exposure to privately-held companies, a part of the real economy traditionally reserved for institutional investors.

With this, BMO GAM continues enhancing its alternative investment space capabilities. The Access Fund will have exposure to Georgian’s curated set of privately-held North American software companies that focus on areas such as cybersecurity, social engagement, and industrial automation. Collectively, these companies have established market demand, attractive growth prospects and a history of working with Georgian built through years of prior investment.

“We are excited to offer a ladder into the walled garden of private markets,” said Jeffrey Shell, Head of Alternative Investments, BMO Global Asset Management. “Investing in privately-held technology companies has long been among the most successful strategies to grow wealth, and could play an important role in appropriately diversified portfolios. The Access Fund provides an exclusive opportunity for accredited investors to gain exposure to established companies in areas essential to today’s economy and forming the backbone of where we’re headed. These companies benefit from Georgian’s impressive approach to achieve their true potential, leveraging bespoke technology tools, advanced research and development and customized guidance from experienced senior leadership.”