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 currently includes 6 equity income mandates: Real Estate, Healthcare, Innovation, 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 to ensure our clients have access to current market information as well as the rationale supporting our investment decisions.
At Middlefield, we are focused on expertly selecting companies which meet our investment criteria. In light of our focus on businesses which generate consistent and growing levels of cash flow and dividends, we gravitate to larger capitalization, higher quality issuers led by proven by management teams. These are typically global businesses which earn uninterrupted levels of income for investors — 24 hours a day, 365 days a year. Middlefield funds represent “Investments That Work for You” so clients can feel confident in their financial future.
Middlefield's dedication to customer service and disciplined investment process has allowed us to operate for over 40 years.
1979
Middlefield was founded and began as an integrated Real Estate management company involved in land acquisition, construction, management, financing and leasing
1983
Launched our first Flow Through Resource Limited Partnership
1988
Launched our first Real Estate Limited Partnership
1991
Launched our London, UK office and became registered with the UK’s Financial Conduct Authority
1997
Launched Mint Income Fund, our first diversified equity income strategy
2006
Launched Middlefield Canadian Income Trust, our diversified equity income strategy for UK investors, on the London Stock Exchange
2011
Launched our first Public Real Estate Investment Fund
2014
Launched first public healthcare investment strategies
2018
Launched E Split Corporation, our first Split Share Fund
2019
Launched first public fund providing investors access to private investments
2020
Launched first public sustainable investment strategy
2022
Middlefield launched its 50th TSX-Listed Initial Public Offering
Middlefield International Limited (“MIL”) is a member of the Middlefield Group of companies and acts as the Investment Advisor to Middlefield Canadian Income PCC. MIL performs a variety of financial advisory services, including corporate finance and merchant banking.
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The Investment Review Committee (IRC) is charged with overseeing each of the investment funds managed by Middlefield.
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Middlefield Charitable Foundation (MCF) is the foundation through which we make contributions to institutions which serve our communities.
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