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The investment industry has become so rigid that it's harming returns.And I want to change this. I have been managing portfolios for outside clients for 25 years. I have worked for large investment firms such as State Street Research and Polen Capital, where I started and led the Small Company Growth Team.I have been investing in small and medium sized companies for 30 years.In this time, I have witnessed a troubling trend, where there are fewer good investments to be made in small and midcap, and when you do find them, you must sell them due to size constraints. This causes the need to replace the good company with perhaps a lesser one, and it incurs taxes.I decided to start Arrowside Capital to offer strategies designed to maximize long-term value creation.Our strategies are focused on capital appreciation by investing in companies that are changing the way that we do things, those that are driving innovation. These companies must have a proven business model and ample reinvestment opportunities. We craft portfolios that drop traditional style box constraints to deliver superior long-term after-tax returns.We believe that this enables better long-term capital appreciation and incurs less transaction costs and taxes. This enables the companies to do the hard work of compounding long-term value for shareholders and we as investors accrue the benefit.Unique features of our firm:• Employee owned.• Focus on capital appreciation, same process but portfolios are unconstrained.• Transparency: we share our views of where we see the world is going and how we are positioned.If you're interested in learning more, you can send me a direct message here on LinkedIn or find more information at https://arrowside.com
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Head Of Small Company Growth Team And Portfolio ManagerPolen Capital Management Jul 2017 - Jan 2022Greater Boston AreaI founded the Boston based Small Company Growth Team at Polen in 2017 with seed money. Over the following four and a half years, I added seven other team members, comprised of Portfolio Managers and Analysts. I launched the original Small Company Growth portfolio in early 2017, and I worked with my team to launch three other strategies, all in Small and Midcap public equities. All strategies were concentrated, long-term focused, growth portfolios. By late 2021, the assets across the small and midcap strategies were close to $1B. The client base was a mix of institutions, consultants, independent wealth advisors, warehouses, and high net worth individuals. I served on the Polen Operating Committee and helped to steer the direction of the Small Company Growth team and the Boston office. -
Founder, Ceo And Head Of Portfolio ManagementCopper Rock Capital Partners Feb 2005 - May 2014Greater Boston Area
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Managing Director/Head Of Small Cap Growth TeamState Street Research & Management 1997 - 2005Greater Boston Area
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Research Analyst, Technology SectorChilton Investment Company, Inc 1996 - 1997New York, Ny -
Research AnalystCowen Asset Management 1994 - 1996New York, Ny
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Research Associate, Technology SectorMerrill Lynch 1992 - 1993New York, Ny -
Research AssociateCowen & Co. 1991 - 1992
Tucker Walsh Skills
Tucker Walsh Education Details
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Economics
Frequently Asked Questions about Tucker Walsh
What is Tucker Walsh's role at the current company?
Tucker Walsh's current role is Chief Investment Officer at Arrowside Capital | 30+ Years Investing | Disrupting the Investment Industry.
What is Tucker Walsh's email address?
Tucker Walsh's email address is tw****@****tal.com
What schools did Tucker Walsh attend?
Tucker Walsh attended Washington And Lee University.
What are some of Tucker Walsh's interests?
Tucker Walsh has interest in Featured Speaker On Cnbc, Cnnfn And Industry Conferences.
What skills is Tucker Walsh known for?
Tucker Walsh has skills like Equities, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Product Development, Marketing Strategy, Client Relations, Talent Management, Talent Acquisition.
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