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| Additional information |
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| Tuckerbrook Alternative Investments L.P. |
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Mission statement:
Tuckerbrook seeks to provide superior risk-adjusted returns through a targeted range of alternative investment strategies that isolate sources of potential alpha. We bring institutional standards and discipline to alternative investing, and provide our clients with excellent transparency, genuine risk oversight, and experienced investment managers. At all times, Tuckerbrook will maintain the highest ethical standards and align our interests with those of our clients. |
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Profile:
While alternative investments can boost returns, provide diversification to reduce volatility, and meet specific policy objectives (hedging inflation, for example), many institutional portfolio clients are separating alpha and beta as the building blocks of their risk and return objectives.
Tuckerbrook's investment philosophy is to seek to provide institutional clients with measurable and understandable sources of alpha 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. Tuckerbrook has a dedicated chief risk officer who is 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. |
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History:
Tuckerbrook was founded in January 2004 and currently manages two long/short equity hedge funds, two private equity fund-of-funds, and a multi-manager short-only investable composite.
Tuckerbrook was conceived in the Autumn of 2003 in response to three conflicting dynamics in the world of alternative investments: 1. Accelerating inflows, particularly from "emerging" institutional investors not previously experienced in the asset class; 2. Demand from regulators and clients for improved standards in alternative investment management; and 3. Demand from institutional clients that fees be tied to alpha production with managed beta.
Starting with clear and understandable objectives for each investment product, Tuckerbrook strives to deliver transparency with regard to sources of return, and underpins each strategy with professional risk management, timely and detailed reporting, and institutional-grade client services. Moreover, Tuckerbrook is always the first and always a substantial investor in each of its strategies.
In all cases, individual Tuckerbrook funds are managed by deeply experienced institutional investors with long track records of superior performance. In no case does Tuckerbrook seek to build a mammoth fund, but rather seeks niche sources of alpha, building AUM through a diversified portfolio of strategies.
Clients include prominent university endowments, well-known foundations, large and small wealth managers, private banks, fund-of-funds, and other institutions. |
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