Events & webinars
January 27, 2026
Deep Dive: State of the Employee Ownership Fund Marketplace
Do you want a comprehensive look at the state of the employee ownership fund marketplace?
In January 2026, we gathered for an unveiling of the annual State of the Employee Ownership Fund Marketplace, published in December of 2025. This report is the latest in Ownership Capital Lab’s annual report series that provides a comprehensive snapshot of the emerging and rapidly growing employee ownership (EO) investment landscape.
Our report offers a detailed look at the EO fund landscape, including a comprehensive analysis of 29 specialized employee ownership funds with an estimated $865 million in assets under management.
In this event, we examined the range of EO–focused funds in the market, how their models operate, and the financial and social returns they are generating—highlighting how this approach delivers competitive, and in many cases market-rate, performance while fundamentally reorienting capital toward wealth creation for workers. Unlike traditional private credit and private equity, these funds embed values directly into investment design, producing durable, shared prosperity for workers, businesses and communities, alongside strong investor outcomes.
We looked at what drove the astounding 73% year over year growth (from $500M in AUM in 2024 to $865M in 2025), and shared our outlook on how these funds—and the broader employee ownership investing field—are poised to grow in 2026.
Watch the State of the EO Capital Marketplace webinar to:
- Get key findings and insights from the just-released State of the Market report
- See what’s actually happening in the EO investing market, what’s growing and what’s shifting
- Explore emerging EO fund models and capital structures shaping the next phase of this investment space
- Understand why employee ownership is increasingly viewed as a scalable, values-aligned investment strategy, not a niche
- Learn about our forthcoming EO Fund Explorer
This conversation was designed for investors, fund managers, philanthropic leaders, policymakers and anyone interested in how employee ownership is scaling as an investment strategy, whether new or longstanding in this space!