Middlefield is an asset management company founded in 1979 with the goal of creating innovative investment solutions. We are independently owned, answering only to our clients. Our team is not burdened by the distractions faced by public companies, allowing us to focus on what matters most — the satisfaction of financial advisors and investors.
Over many years we have developed a disciplined investment process that seeks to identify attractive opportunities while evaluating the risks that impact returns. Our core business includes five equity income mandates: Real Estate, Healthcare, Technology, Infrastructure, Energy and Diversified Income, all of which incorporate our focus on diversification and the importance of sustainability. We are consciously avoiding being all things to all people. Put differently, we are focused on select market sectors and companies which have the ability to generate growing levels of cash flows and corresponding dividends.
Our specialized suite of innovative investment solutions for individual and institutional investors includes Exchange-Traded Funds, Mutual Funds, Split Share Corporations, Closed-End Funds listed on both the Toronto and London Stock Exchanges, as well as Flow-Through Limited Partnerships. Behind each of these investment solutions stands a team of professionals dedicated to generating superior investment returns. Moreover, our sales and marketing team works closely with our portfolio managers and analysts to ensure our clients have access to current market information as well as the rationale supporting our investment decisions.