Investment Philosophy

Tuckerbrook's investment philosophy is to seek to provide institutional clients with measurable and understandable sources of return while remaining 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. Tuckerbrook has a dedicated risk and analytics team responsible for risk analysis, monitoring, and management.

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