Tucker Walsh

Tucker Walsh Email and Phone Number

Chief Investment Officer at Arrowside Capital | 30+ Years Investing | Disrupting the Investment Industry
Tucker Walsh's Location
Boston, Massachusetts, United States, United States
Tucker Walsh's Contact Details

Tucker Walsh personal email

n/a
About Tucker Walsh

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

Tucker Walsh's Current Company Details

Chief Investment Officer at Arrowside Capital | 30+ Years Investing | Disrupting the Investment Industry
Tucker Walsh Work Experience Details
  • Polen Capital Management
    Head Of Small Company Growth Team And Portfolio Manager
    Polen Capital Management Jul 2017 - Jan 2022
    Greater Boston Area
    I 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.
  • Copper Rock Capital Partners
    Founder, Ceo And Head Of Portfolio Management
    Copper Rock Capital Partners Feb 2005 - May 2014
    Greater Boston Area
  • State Street Research & Management
    Managing Director/Head Of Small Cap Growth Team
    State Street Research & Management 1997 - 2005
    Greater Boston Area
  • Chilton Investment Company, Inc
    Research Analyst, Technology Sector
    Chilton Investment Company, Inc 1996 - 1997
    New York, Ny
  • Cowen Asset Management
    Research Analyst
    Cowen Asset Management 1994 - 1996
    New York, Ny
  • Merrill Lynch
    Research Associate, Technology Sector
    Merrill Lynch 1992 - 1993
    New York, Ny
  • Cowen & Co.
    Research Associate
    Cowen & Co. 1991 - 1992

Tucker Walsh Skills

Equities Portfolio Management Investments Hedge Funds Alternative Investments Asset Management Investment Management Product Development Marketing Strategy Client Relations Talent Management Talent Acquisition Modern Portfolio Theory New Market Expansion Entrepreneurship

Tucker Walsh Education Details

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?

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What schools did Tucker Walsh attend?

Tucker Walsh attended Washington And Lee University.

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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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