At Tidegate Capital, Mr. Holbrook is responsible for the macro selection process, identifying specific Regions and MSA’s to focus the firm’s efforts towards with respect to potential acquisition targets. His proprietary analytical model that was developed for Tidegate Capital examines the direction of demographic trends, the strength of economic activity and relative pricing. Mr. Holbrook has a comprehensive background managing fixed income portfolios for institutional investors, family offices, and high net worth individuals. Mr. Holbrook has worked at Scudder, Stevens and Clark, Massachusetts Financial Services (MFS), and most recently at Columbia Management.
While at Columbia Management, Mr. Holbrook oversaw 10 portfolio managers and analysts with over $30 billion in AUM and was the primary driver in establishing, managing, and growing a fixed income bond fund to just over $1 billion in assets in under 10 years.
He has invested in public and private offerings as well as traded on major platforms and over-the-counter securities. Prior roles included analyzing securities from fixed income bonds to private placements to municipal offerings. Based on his experience investing through numerous market cycles, he is a strong proponent of risk controls and oversight to maximize downside protection while delivering returns that meet and exceed client expectations.
He received his BA from Colby College with a degree in Economics. Mr. Holbrook holds the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society.
Mr. Holbrook is an active volunteer. He is on the Board of Trustees and heads up the investment committee at the Duxbury Bay Maritime School; the Board of Trustees and the investment committee at The Partridge Scholarship Fund; and the investment committee for the Pilgrim Society. He was a recent Treasurer at the Duxbury Education Foundation. He also enjoys SUP, skis, fishes, and plays golf and tennis in his free time.
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