Office address: The Well, 8 Spadina Ave., Suite 3100 Toronto, ON M5V 0S8
Website: www.middlefield.com
Year established: 1979
Company type: asset management
Employees: over 50
Expertise: finance
Parent company: N.A.
CEO and key people: Dean Orrico, President and CEO
Financing status: -

Middlefield is a Toronto-based asset management company with over 40 years’ experience. From its beginnings in Toronto in 1979, the company has grown to include offices in London and San Francisco.  It had $4 billion in assets under management as of 2022.

History of Middlefield

Middlefield was founded in 1979 by Murray J. Brasseur as an integrated real estate management company. The firm grew quickly from there; highlights include launching its office in London in 1991, then debuting on the London Stock Exchange in 2006.

Throughout the years, Middlefield has remained independently owned, accountable only to their clients.

Products and Services of Middlefield

Middlefield offers a wide range of investment solutions, including:

  • ETFs
  • mutual funds
  • closed-end funds
  • split-share funds
  • flow-through LPs

Middlefield’s sales and marketing team works hand in hand with portfolio managers to deliver investments that work for its clients.

Culture at Middlefield

Middlefield is known for its culture of giving back to the community and making meaningful contributions towards sustainability.

The company formed the Middlefield Charitable Foundation as a way to channel contributions to hospitals and other similar institutions. The foundation is a sponsor of St. Michael’s Hospital Foundation, one of Canada’s largest charities.

Middlefield has made environmental, social, and governance (ESG) factors part of its investment process. ESG is integral to the company’s decision-making process and is an important aspect of portfolio monitoring.

The firm has aligned its own stewardship principles with that of the Canadian Coalition for Good Governance. Middlefield is also a member of the Responsible Investment Association.

About Middlefield President and CEO Dean Orrico

Dean Orrico joined Middlefield in 1996; he has now been with the company for 27 years.

Orrico is responsible for the management and expansion of the business in Canada and overseas. It was under his leadership that Middlefield launched its first international fund listed on the London Stock Exchange in 2006.

Orrico graduated with a Bachelor of Commerce degree from the Rotman School of Management at the University of Toronto. He earned an MBA degree from the Schulich School of Business at York University. He is a frequent speaker at investment seminars and a guest host on BNN Bloomberg. Orrico also recently hosted a roundtable discussion on REITs.

Future at Middlefield

Middlefield is an independent asset management company with a strong track record of success. It continues to provide its clients with the best possible investment experience, and its vow to fulfill stewardship principles and ESG commitments are a key factor in its success. In carrying out its mission to its investors, the community, and the environment, Middlefield is right on track towards continued growth and success.

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