Firm Profile

Tuckerbrook's investment philosophy is to seek to provide institutional clients - many of whom are separating alpha and beta as the building blocks of their portfolios - with measurable and understandable sources of return through:

- Experienced portfolio managers with long track records
- Innovative structures that merge alpha and hedge beta
- Hard capacity limits to retain focus and flexibility
- Fee structures that target alpha
- Access to inefficient markets

Tuckerbrook remains focused on strategies where its portfolio managers have the competitive advantage to consistently generate alpha.

In support of its portfolio managers, risk and portfolio analyses are generated to ensure continuity of strategy objectives. A number of analytical tools are employed to monitor style drift, track exposure, and ensure compliance with portfolio guidelines.

Finally, Tuckerbrook strives to communicate the sources of return to investors by providing high levels of transparency, risk oversight, access to senior Tuckerbrook managers, and close alignment of interests between Tuckerbrook and its clients.