Concurrent Asset Management Forms Strategic Partnership with Catherine Avery Investment Management

Concurrent Asset Management (CAM) teams up with boutique firm Catherine Avery Investment Management (CAIM) by purchasing a minority equity stake—its first such direct investment in an external asset manager. CAIM, known for its disciplined U.S. large-cap equity strategies and recent award as 2025 Domestic Large‑Cap Value Equity Manager of the Year, retains operational independence while gaining access to CAM’s infrastructure, technology, and distribution capabilities. (Business Wire)

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