New paper examines how manager size, investment overlap and access to specialized strategies may influence institutional portfolio construction.

CALGARY, AB, CANADA, October 7, 2026 /EINPresswire.com/ -- Large managers can provide significant resources and broad capabilities, while smaller, specialized managers may offer access to different opportunity sets.

The paper reviews the growth of large alternative asset platforms and the increasing share of institutional capital directed to a relatively small group of managers. It notes that scale can provide significant resources, established infrastructure and access to large transactions, while also shaping the types of opportunities a manager can pursue. As funds grow, larger transactions may become necessary to deploy capital efficiently, which can leave smaller middle-market opportunities outside their investment scope.

The analysis also considers historical research on fund size and performance. It discusses evidence that smaller funds have, in some periods and segments of the market, generated stronger results among top-quartile performers, while also exhibiting a wider range of outcomes. The paper emphasizes that manager selection, strategy, market conditions and access remain important considerations when evaluating funds of any size.

A further section examines how allocations across multiple large platforms may still create overlapping exposures when managers invest in similar sectors, use comparable transaction structures or operate in the same parts of the market. The paper also explores the potential role of emerging and specialized managers in expanding an allocator’s opportunity set and complementing established manager relationships.

“Large managers can provide significant resources and broad capabilities, while smaller, specialized managers may offer access to different opportunity sets,” said Stephen Johnston, a director of Omnigence and lead author of the paper. “The objective of this research is to help allocators consider how manager diversification, investment overlap and access can affect portfolio construction.”

The paper is available on request from Omnigence Asset Management.

About Arvore
Arvore is a hybrid evergreen private equity fund focused on consolidating lower mid-market businesses. Arvore acquires founder-led companies with a current focus on building products distribution, environmental services, automotive maintenance, master franchisors, and light industrial, and seeks to improve the businesses through, among other things, utilization of its technology-driven operating platform - EquiONE.

About Omnigence
Omnigence is a Canadian alternative investment platform focused on farmland, operational private equity, and secondaries with partner funds managing over $1.2 billion. The firm targets fragmented, unfinancialized investment theses where scale, operational complexity, or size constraints limit participation from larger participants and therefore value is more compelling.

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Matt Barr
Omnigence Asset Management
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