50 South Capital Launched by Northern Trust
OREANDA-NEWS. June 02, 2015. Northern Trust (Nasdaq: NTRS) announced today it has established a registered investment advisor subsidiary, 50 South Capital Advisors, LLC. Formed from the Northern Trust Alternatives Group, the investment boutique will provide investors with customized solutions through its access to unique and differentiated private equity and hedge fund managers in the small- and mid-market segments.
Led by Managing Director Robert P. Morgan, a 25-year veteran of financial services and private equity, along with a dedicated team of highly experienced investment professionals, 50 South Capital builds on Northern Trust’s history of developing multi-manager strategies for investors. The new company, with \\$4.3 billion in assets*, is a wholly owned subsidiary of Northern Trust Corporation, and its clients will benefit from increased autonomy in strategy and investment management while leveraging the global resources and network of one of the world’s largest financial institutions.
“Demand for investments with differentiated and uncorrelated returns continues to grow,” said Stephen N. Potter, President of Northern Trust Asset Management. “Over 15 years, Northern Trust has developed special expertise providing alternative investment solutions that combine unique manager sources of alpha with strong risk management and oversight. The formation of 50 South Capital marks a milestone for Northern Trust, better aligning our alternative investment talent with the marketplace for those solutions.”
The entire Northern Trust Alternatives Group team has transitioned to the new firm. Under its new governance structure, 50 South Capital Advisors, LLC will become the investment manager of its alternatives programs.
“Investors will benefit from a highly motivated and aligned investment team at 50 South Capital, coupled with the resources and global network of Northern Trust,” Morgan said. “We believe this combination creates a competitive advantage that will position the firm well for continued access to unique managers, thoughtful portfolio construction, and asset growth.”
* Assets of 50 South Capital include approximately \\$3.0 billion in assets under management and approximately \\$1.3 billion assets under advisement.
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