Genus Capital Management

Private Investment Firm Vancouver, British Columbia, Canada ·Founded 1989

Overview

Genus Capital Management is an independent investment management firm based in Vancouver, British Columbia, Canada. The firm specializes in providing sustainable investing solutions for corporate and institutional investors, foundations, family offices, and individual accredited investors. With a focus on aligning clients' values with their financial goals, Genus has been managing client portfolios since 1989 and has emphasized sustainable investing since 1993. The firm is a proud B Corporation and a signatory of the United Nations’ Principles for Responsible Investment (PRI), demonstrating its commitment to responsible investment practices. The firm's investment strategy involves evaluating global markets systematically to identify opportunities and manage risks effectively. Genus offers a range of services, including wealth management for individuals and families, fossil-free investment solutions for institutions and individuals, retirement income solutions, and asset management for First Nations communities. The firm integrates environmental, social, and governance (ESG) factors into its investment process, allowing clients to screen out industries or companies that do not align with their personal or organizational values. Genus also launched one of Canada’s first impact investment counsel services by partnering with SVX, an impact investment platform, to activate more assets for impact investing. Genus Capital Management has received recognition for its performance and commitment to responsible investing. In 2024, the firm's High Impact Equity Fund – O Series was recognized as a top performer in the Global Manager Research Global Equity Universe, ranking in the top 3% over a five-year period. This accolade reflects the firm's dedication to delivering strong financial returns while adhering to its values-based investment approach. Genus continues to serve its clients by offering innovative investment solutions that make a positive impact on society and the environment.

Investment Focus

  • Accredited Investor Status
  • Alignment with Sustainable and Impact Investing Principles

Portfolio Companies

ShopifyCanadian National RailwayImperial OilRoyal Bank of CanadaToronto-Dominion BankSuncor EnergyMagna InternationalBrookfield Asset ManagementManulife FinancialBCE Inc.TransCanada CorporationBarrick GoldAir CanadaGeorge Weston LimitedPower Corporation of CanadaLululemon AthleticaRestaurant Brands InternationalEnbridgeCanadian TireTelus

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Frequently asked questions about Genus Capital Management

What sectors does Genus Capital Management invest in?

Genus Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Vancouver, British Columbia, Canada. Genus Capital Management is listed as a private investment firm in the ConnectSafely investor database.

What stage does Genus Capital Management invest at?

Genus Capital Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.

Which regions does Genus Capital Management invest in?

Genus Capital Management invests across United States, United Kingdom, Canada, Germany, Japan and Australia.

Who are the partners at Genus Capital Management?

Team members listed for Genus Capital Management include Wayne Wachell (CEO & Chief Investment Officer) and Freddie Yeo (Chief Compliance Officer).

What companies has Genus Capital Management invested in?

Genus Capital Management's portfolio includes Shopify, Canadian National Railway, Imperial Oil, Royal Bank of Canada, Toronto-Dominion Bank, Suncor Energy, Magna International and Brookfield Asset Management.

How do I contact Genus Capital Management?

Genus Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.

Last updated · Source: ConnectSafely investor database