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Ash Lawrence: Capital, Conviction, and the Long View
What if the biggest edge in manager selection wasn't due diligence, but ownership — literally betting your own balance sheet alongside the managers you back?
In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack a strategy that flips traditional manager selection on its head: AGF doesn't just allocate capital to alternative managers, it takes meaningful ownership stakes in them. Ash explains why AGF holds majority or significant equity in New Holland Capital, Kensington Capital Partners, and SAF Group — three managers…
The skinny
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