Our History
Drawbridge Asset Management is the institutional investment services division of Drawbridge Capital, an SEC registered investment advisor based in Tulsa, Oklahoma. Our parent company was founded in 2002 and today manages over $290 million in assets.
Drawbridge seeded its first equity strategies on January 1, 2016 and attained GIPS compliance in 2018. Drawbridge US Small Cap Growth was introduced to the institutional marketplace in 2019, followed by US Small Cap in 2020.
Glenn Fogle hired as cio
Attained GIPS compliance
US Small Cap growth introduced
2016
2018
2020
2015
2017
2019
2021
Seeded first equity strategies
SEC Registration
US Small Cap introduced
Our Mission
To deliver high alpha investment returns with lower volatility and lower correlation to the broad equity market over three- and five-year periods.
Our Investors...
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Value uncorrelated alpha and seek more of it for their portfolios.
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Pursue compelling active strategies to enhance core equity exposure.
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Grasp the cost of drawdowns and the importance of capital preservation.
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Are frustrated by hedge fund underperformance, illiquidity, opacity, and fees.
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Want to build a roster of skilled, disciplined managers pursuing complementary strategies.
Our Values and Principles
Idiosyncratic Approach
Copying the crowd does not produce superior performance. We proudly wear the “unconventional” label as a badge of honor.
Facts over Forecasts
Investment decisions are based upon observation, evidence and probability. We minimize the influence of estimates, predictions, and guesswork.
Concentrated Portfolios
Every holding carries high conviction. We only invest in our very best ideas.
Downside Protection
Managing risk and limiting drawdowns are critical aspects of long-term success. A good defense may be the best offense.
Consistent Disciplined Process
Systematic and repeatable, our fundamentals-driven approach has proven effective over more than twenty years.
Proprietary Fundamental Research
We identify and evaluate key growth drivers, assess major risks, and ignore extraneous information. Decisions are based upon our well-established criteria, not the opinions of others.
High Active Share
Portfolios that materially depart from their benchmarks can deliver superior returns with lower volatility and lower correlation to other managers – the trifecta of uncorrelated alpha.
Outstanding Client Service
We are committed to transparency, clarity, frankness, honesty and responsiveness.