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Rating:RidgeWorth Takes the Liberty to Adopt a Three-Year-Old Fund Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, March 08, 2016

RidgeWorth Takes the Liberty to Adopt a Three-Year-Old Fund

Reported by Neil Anderson, Managing Editor

RidgeWorth just adopted a three-year-old infrastructure mutual fund.

Julia Short
RidgeWorth Funds
President, Chief Executive Officer
The Atlanta-based, private-equity-backed mutual fund shop recently adopted and rebranded the Capital Innovations Global Agriculture, Timber and Infrastructure Fund as the RidgeWorth Capital Innovations Global Resources and Infrastructure Fund. Though Liberty Street Advisors no longer serves as advisor to the fund, Capital Innovations will continue to subadvise the fund, while RidgeWorth [profile] will distribute and market it.

The fund first launched in September 2012. The four-star fund now has $3 million in assets. Capital Innovations co-founder and PM Susan Dambekaln and Capital Innovations co-founder and chief investment officer Mike Underhill PM the fund.

Though some of RidgeWorth's subadvisors are affiliates or subsidiaries, Underhill confirms that Pewaukee, Wisconsin-based Capital Innovations continues to be 100-percent employee-owned. As of December 31, Capital Innovations had $175 million in AUM. The firm dates back to 2007 and also subadvises a series of funds in Canada for Sprott Asset Management.

Julia Short, president and CEO of RidgeWorth Funds, calls the freshly-adopted fund "complementary to the other strategies in the RidgeWorth product line." She lauds the Capital Innovations team for "their strong and proven investment process and discipline."

"Capital Innovations provides a distinct benefit through its focus on identifying opportunities in real asset investing," states Ashi Parik, CEO and CIO of RidgeWorth Investments.

RidgeWorth owns three other boutiques, has a minority stake in a fourth, and has two other boutique allies (including Capital Innovations) serving only as independent subadvisors. As of December 31 RidgeWorth had $37.7 billion in AUM. 

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