Risk Management

At Tuckerbrook, we place a high priority on risk oversight because we know that it is crucial to our success. Our Chief Risk Officer performs risk analysis independent of our portfolio managers, effectively placing a second set of eyes on the portfolio at all times.

At Tuckerbrook, risk management begins with the portfolio manager selection process. We employ only seasoned professionals with superior long-term performance. We conduct extensive due diligence, including rigorous portfolio risk/return analysis and confirmation of style consistency, always with a strong focus on people, philosophy, and process.

Our analytical process for hedge strategies has been uniquely developed for each of our strategies. Tools utilized may include:

- Composite portfolio stress analysis
- Sector stress analysis
- Capitalization stress analysis
- Value at Risk (VAR) analysis
- Correlation analysis
- Concentration and liquidity analysis
- Real-time portfolio and position monitoring

We obtain pricing data independent of our prime broker and administrator to ensure accuracy in portfolio pricing.

Our Risk Management process for private equity is focused on quality due diligence and consistent monitoring, not just by the investment team but by the Tuckerbrook Risk and Research Team. Each private equity pool has a dedicated Investment Committee, investor-based Advisory Board to help sustain transparency and assure proper attention to detail in every investment opportunity.

At Tuckerbrook, we recognize the critical role risk management plays in the overall investment process. It is our goal to successfully manage the risk of our funds, and ensure adherence to our risk parameters and portfolio guidelines, so that our portfolio managers and investors can remain completely focused on their jobs at hand.

Our Chief Risk Officer is also available to clients to assist with their specific requests and reporting needs.