Helen M. Kearns

Provides investment advice

Ontario Teachers' Private Capital invests in mid-cap direct & indirect private equity investments, as well as investments in leading private equity and venture capital funds across the globe. The firm targets companies operating in the fields of diversified industrials, energy & power, financial services, consumer & retail, healthcare, technology, media and telecommunications sectors. It provides financing for buyout transactions and also makes co-investments.

Provides brokerage services

Bloom Investment Counsel specializes in North American income-oriented equities that seek to preserve and grow capital with a focus on minimizing risk. The firm employs an investment philosophy that is value-oriented and agnostic to market capitalization. They utilize fundamental analysis for stock selection. Bloom Funds are managed with a fully active, index agnostic investment management approach that utilizes bottom-up research analysis. Portfolios contain long-only positions and maintain a varying level of cash to protect against market corrections, or market over-valuation.

OTPPB is an active, global investor which seeks to achieve superior returns and manage related risks to ensure the long-term sustainability of the pension plan. With board oversight, the plan's management manages both the policy and asset mix together under their expanded OneTeachers' total-fund strategy. They invest strategically across key markets and sectors to deliver steady returns.