Our Investment Philosophy

Distinctive Approach to Investing


Koloshuk Farrugia Corp is more than just an investment firm; it is a legacy in action, molded by principles of integrity, innovation, and sustainable growth. Our commitment extends beyond nurturing our portfolio companies; it involves a strategic, balanced, and long-term approach, in line with Victor Koloshuk's visionary ethos.

Entrepreneurial Spirit and Global Investment Collaboration

Our investment philosophy at Koloshuk Farrugia Corp is deeply entrenched in an entrepreneurial family business mindset, inspired by Victor Koloshuk's vision. We take pride in a flexible and dynamic investment strategy that responds effectively to changing market conditions, ensuring long-term growth and value creation. Our global network enables us to forge unique relationships and leverage diverse investment opportunities across various markets and industries. This approach is complemented by our active direct investment practice, diversified through fund investments and strategic collaborations with select third-party managers.


Diverse Funds and Strategic Hedge Investments

Our investment portfolio is diverse, encompassing long-only public equities, hedge funds, private equity funds, and more. We manage public equities using a blend of active and index-replication strategies, focusing on both Canadian and foreign equities. Our hedge funds aim to mitigate volatility and risk while striving to preserve capital and deliver positive returns in all market conditions. These funds span a range of strategies, including long/short equity, event-driven/distressed, and multi-strategy funds.


Global Private Equity and Real Estate Investments

Our private equity funds program is invested globally, partnering with some of the world's leading private equity funds with whom we have strong relationships. This program is not limited to large- and middle-market buyout and growth equity funds in North America and Europe, but also extends to emerging markets, real estate, credit, and special situation funds. Active co-investments with our private equity partners further underscore our commitment to diversity and strategic growth.


Patient Capital and Advisory Partnerships

Our approach to capital is both patient and strategic, mirroring a deep understanding of the intricacies of business growth. We adopt an owner's perspective, focusing on long-term value maximization, bolstered by our engagement with skilled advisors. This allows us to benefit from external perspectives and specialized knowledge.


Adaptable Investment Structures and Inclusive Leadership

Our adaptability is crucial, empowering us to explore various investment types. We welcome advisor collaboration to tailor investment solutions, extending our flexibility as a significant minority partner. Our agile organizational structure ensures rapid, inclusive decision-making, integrating internal strategies with external insights for comprehensive decision-making.


Balanced Leverage and Informed Strategies

Our approach to financial leverage is both conservative and strategic, focused on creating optimal capital structures to navigate economic cycles. Advisor input ensures that our leverage decisions are well-informed and market-aligned, promoting business growth and resilience.


We take pride in our flexible investment strategy, attuned to dynamic market conditions for ensuring long-term growth and value creation.