Download Report

DUNDEE CORPORATION
“Integrity, innovation and
entrepreneurship are the
bedrock of Dundee. Looking
forward, we believe that
our strategic alignment
of investment excellence
and customer centricity
will enable us to create
sustainable earnings growth
and extraordinary value for
our clients, partners and
shareholders.”
For nearly a quarter of a century, the Dundee name has stood for
integrity, innovation and entrepreneurship. With our deep investment
management expertise and global reach, we have built a track record
of transforming early stage companies into significant success stories.
DUNDEE TODAY
Dundee Corporation® is a holding company that owns and manages a portfolio of
publicly listed and privately held businesses. We invest our own capital in these
assets, alongside our clients and partners, ensuring that our interests are consistently
aligned. Dundee’s business activities are focused along two core strengths – Wealth
Management and Merchant Financing.
Through Merchant Financing activities, Dundee leverages its proven history as a
builder of businesses. Over the past two decades, Dundee has been the founder and
initial operator of several early-stage companies that have transformed into significant
public entities. Today, the Merchant Financing activities focus on the ownership and
stewardship of publicly listed and privately held corporations and is involved in real
estate, resources, food, pharmaceuticals, infrastructure and agriculture.
David Goodman, LLB, CFA
President & Chief Executive Officer
Dundee Corporation
Through its Wealth Management division, Dundee is building a world-class
investment platform with a commitment to offering top quality investment funds
designed to achieve superior long-term risk adjusted returns. In addition, through
its financial advisory services, Dundee serves clients through wealth managers who
excel in meeting the total wealth management needs of high net worth individuals
and families.
Today, Dundee Corporation and its subsidiaries’ footprint extends across the globe,
through both active operations and underlying third-party investments.
VICTORIA
CALGARY
MONTREAL
VANCOUVER OTTAWA
TORONTO
MICHIGAN
VIRGINIA
ARIZONA
MEXICO
CUBA
UNITED
KINGDOM
FRANCE
CROATIA
SERBIA
BULGARIA
ARMENIA
SOUTH KOREA
BAHAMAS
GUATEMALA
CHAD
PERU
PARAGUAY
NAMIBIA
URUGUAY
Dundee Corporation and Subsidiaries’ direct offices and operations *
Dundee Corporation activities through key investments *
DUNDEE CORPORATION
CORPORATE STRUCTURE
Our operations are focused on key sectors of the economy where we see greatest potential to deliver value to our clients and
shareholders. We strive to invest at attractive valuations and earn reliable, attractive long-term total returns for the benefit of our
clients, our partners and our shareholders.
Through everything we do, Dundee is committed to ensuring long-term value appreciation and capital preservation. We are equally
committed to maintaining a disciplined approach to risk management.
The following list showcases some of Dundee Corporation’s subsidiaries, key investments and brands:
WEALTH MANAGEMENT
†
MERCHANT FINANCING
DIVISIONS
REAL ESTATE
RESOURCES
Dundee Global Investment Management
Goodman and Company, Investment Counsel
Dundee Goodman Private Wealth
Dundee Capital Markets
Dundee Acquisition†
Dundee Goodman Insurance Agency
Dundee 360 Real Estate
Sotheby’s International Realty Brand††
DREAM Unlimited†
Paragon†
Parq Resort†
Dundee Resources
Dundee Energy
Dundee Sustainable Technologies
United Hydrocarbon†
Dundee Precious Metals†
AGRICULTURE
OTHER STRATEGIC INVESTMENTS
Dundee Agriculture
Blue Goose
Agrimarine
Union Group†
Dundee Sarea†
Cambridge Medical Funding Group†
Key Dundee Corporation investments
††
Subsidiaries of Dundee 360 Real Estate hold the Sotheby’s International Realty franchise and brand rights for the listing, marketing and sale of real estate in Canada.
STRATEGIC LEADERSHIP
Dundee Corporation, as the parent company, provides strategic leadership of its portfolio of subsidiary companies in three
distinct ways:
• Operational Excellence: Financial and operational management and governance is concentrated centrally for our wholly
owned subsidiaries, enabling the individual companies to devote their time and efforts to the pursuit of professional
excellence in their respective industries.
• Integration: We encourage our companies to work together and leverage complementary opportunities and synergies.
• Capital Allocation & Asset Management: We provide capital support and management guidance to accelerate business
growth and value creation.
DUNDEECORP.COM
DUNDEE CORPORATION
SUCCESSFUL TRACK RECORD
From its humble beginnings that trace back to an investment club in 1957, Dundee first incorporated in 1984 and became a publicly
traded company in 1991 when it was listed on the Toronto Stock Exchange under the ticker symbol DC.A.
Over the past quarter of a century, Dundee has been the founder and initial operator of several businesses that have grown to
valuations worth billions of dollars. From incubation through to construction and operation, we have continually proven our ability
to add value and strengthen the positions of great companies.
DUNDEEWEALTH
As the advisory division of DundeeWealth
Inc., the retail brokerage of over 900
Financial Advisors grew to $30 billion in
Assets Under Administration (AUA) upon
its sale to Scotiabank in 2011.
DundeeWealth was renamed as
HollisWealth in 2013.
DYNAMIC FUNDS
DUNDEE REALTY CORPORATION
As the fund division of DundeeWealth Inc.,
Dynamic Funds experienced outstanding
growth of Assets Under Management
(AUM) from $5 billion to over $50 billion
between 2000 and 2010. Dynamic Funds
was also part of the DundeeWealth Inc.
sale to Scotiabank in 2011.
Originally founded in 1994, Dundee Realty
(subsequently rebranded as DREAM
Unlimited Corporation) has become one of
Canada’s largest real estate companies with
1000 employees, over $14 billion of assets
and over 50 million square feet of office,
industrial and retail space.
OUR FOUNDER
Ned Goodman, the founder of Dundee Corporation, and patriarch of the Goodman Family, is among Canada’s most successful
investment leaders and has been an iconic figure in this country’s investment history throughout his five-decade career. The
Goodman family culture continues in the company through the leadership of David Goodman and can be characterized by integrity,
community, entrepreneurial drive and critical thinking; a culture that is often described as that of belonging to a “business family.”
* Represents key subsidiaries and select investments as at May 1, 2015.
The content of this document is for informational purposes only, and is not being delivered to you in the context of an offering of any securities, nor is it a
recommendation or solicitation to buy, hold or sell any security. Information contained on this document is not an offering memorandum, prospectus,
advertisement or public offering of the securities described herein. No securities commission or similar regulatory authority has reviewed this document or
has in any way passed upon the merits of the securities described herein and any representation to the contrary is an offence.
Certain information set forth in this document contains forward-looking statements. Forward-looking statements are statements that are predictive in nature.
Forward-looking statements are subject to numerous risks and uncertainties, some of which are beyond the Corporation’s control. Readers are cautioned
that the assumptions used in the preparation of such information, although considered reasonable at the time of preparation, may prove to be imprecise
and, as such, undue reliance should not be placed on forward-looking statements. The Corporation’s actual results, performance or achievement could differ
materially from those expressed in, or implied by, these forward-looking statements. The Corporation disclaims any intention or obligation to update or
revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.
DUNDEE CORPORATION™ is a trademark owned by Dundee Corporation, used under license. Unauthorized use or exploitation of such marks and names is
strictly prohibited.
DUNDEECORP.COM
201_DC_Overview_R14_V2_E
To learn more, please visit www.dundeecorporation.com or email us at [email protected]