Taylor Asset

Taylor Asset Management, Inc. operates as an investment management company based in Chicago. It constructs and manages the Taylor Fund, LP, an event-driven, small-cap focused, long-bias hedge fund. The firm applies a distinct strategy to identify and capitalize on specific market events, aiming for growth within the smaller capitalization equity space.

David Taylor, an experienced fund manager, established Taylor Asset Management Inc. to independently pursue investment strategies. His insight centered on the potential for superior returns by focusing on specific event-driven scenarios within the small-cap market, leveraging his prior expertise to build a specialized investment vehicle.

Taylor Asset Management serves sophisticated institutional and high-net-worth investors seeking alpha through focused strategies. The company's vision is to deliver consistent, strong performance by meticulously identifying and executing on event-driven opportunities, thereby growing capital within its specialized market niche.

High-Level Overview

Taylor Asset Management is an investment management firm with a presence in both North America and Europe, offering asset management, investment strategies, and advisory services. The firm operates with a focus on equities and alternative investment vehicles, managing portfolios that include both public and private market assets. Its mission centers on delivering tailored financial solutions and long-term value for clients, leveraging a blend of fundamental analysis and strategic positioning. Taylor Asset Management’s investment philosophy emphasizes active management, risk mitigation, and sector diversification, with a particular interest in small-cap equities and event-driven opportunities. While not a direct participant in the startup ecosystem, its investment approach supports growth-stage companies and contributes to capital formation in key sectors such as financial services, technology, and industrials.

Origin Story

Taylor Asset Management was founded in the mid-2010s, with its Canadian entity established in Toronto and a UK subsidiary, Taylor Asset Management Limited, incorporated in London in December 2016. The firm was built around the leadership of Mr. Taylor, who serves as President and Investment Manager, bringing experience from the hedge fund and asset management sectors. The firm’s early years were marked by the launch of specialized funds, including the Taylor Fund, L.P., which focused on event-driven, small-cap strategies. Over time, Taylor Asset Management expanded its footprint, broadening its portfolio and geographic reach, while maintaining a disciplined approach to risk and return.

Core Differentiators

• Event-Driven & Small-Cap Focus: The firm distinguishes itself through a concentrated strategy on small-cap equities and event-driven opportunities, often targeting undervalued or transitional companies.
• Global Portfolio Construction: Taylor Asset Management blends North American and international holdings, with significant exposure to sectors like financials, healthcare, and industrials.
• Active Management Approach: The firm employs a hands-on, research-intensive process, seeking to capitalize on market inefficiencies and corporate events.
• Multi-Jurisdictional Presence: With operations in Toronto and London, the firm benefits from access to diverse markets and regulatory environments.
• Track Record of Disciplined Growth: Public filings show steady portfolio growth and a consistent approach to asset allocation, with a current disclosed portfolio value exceeding $150 million USD.

Role in the Broader Tech Landscape

Taylor Asset Management operates at the intersection of traditional asset management and modern investment trends, riding the wave of increased demand for alternative strategies and active management in volatile markets. Its focus on small-cap and event-driven opportunities aligns with broader trends in private equity and venture capital, where investors seek higher returns through targeted, nimble allocations. The firm’s presence in both North America and Europe positions it to influence cross-border capital flows and support innovation in sectors undergoing transformation. As technology continues to reshape financial services, Taylor Asset Management’s adaptability and sector expertise allow it to play a meaningful role in the evolving investment landscape.

Quick Take & Future Outlook

Looking ahead, Taylor Asset Management is well-positioned to continue expanding its portfolio and deepening its sector expertise, particularly as market volatility and economic uncertainty drive demand for active management strategies. The firm’s focus on small-cap and event-driven investing will likely remain a key differentiator, especially as new opportunities emerge in technology, healthcare, and green energy. As global markets become more interconnected, Taylor Asset Management’s multi-jurisdictional approach will enable it to navigate regulatory shifts and capitalize on emerging trends. The firm’s influence is expected to grow, not only through direct investments but also by shaping best practices in active asset management and supporting the next generation of growth-oriented companies.