August 19, 2025
Concurrent Asset Management (CAM) has taken a minority stake in boutique value asset manager Catherine Avery Investment Management (CAIM).
Concurrent Asset Management (CAM) has taken a minority stake in boutique asset manager Catherine Avery Investment Management (CAIM).
CAM is the asset management arm of Concurrent Investment Advisors. This is its first direct investment in a standalone asset manager. Details of the transaction were not disclosed.
CAIM will retain operational independence and total investment discretion but will have access to CAM’s resources to plan for long-term growth and sustainability.
Read the full article on CityWire.