Gerber Taylor is a multi-asset class investment management and advisory firm.
Our heritage is rooted in deep, fundamental investment research.
- Our 30+ years of experience spans the globe across traditional and alternative strategies.
- Our commingled vehicles offer equitable access to our best ideas.
- We have cultivated enduring relationships with innovative and accomplished investment managers.
- We leverage our research capabilities to customize investment portfolios tailored to each client’s needs.
1990
Year Founded
$7.6b
Assets Under Management as of 9/30/24
Public Equities
Hedged Strategies
Private Equity
Opportunistic
Strategies
Learn more about us
Our Approach
Client-Centric.
- An unwavering commitment to put clients first unites our team.
- We form lasting relationships grounded in trust, integrity and alignment.
- Our strategies and services are adaptable to meet individual needs.
Research-Driven.
- Our research process drives our investment offerings, not the other way around.
- We build durable investment portfolios designed to withstand difficult markets.
- A complex and ever-changing investment landscape provides challenge and purpose for our team.
We rely on our principles to bring discipline and clarity to the investment process.
Investment PrinciplesManager Research - Due Diligence
Fundamental investment research is core to the work we do on behalf of our clients. Our investment process encompasses sourcing, manager research, due diligence, ongoing monitoring and portfolio construction. We have long-term relationships with high quality managers, some of which date back more than 25 years.
We continuously work to identify new manager talent through our extensive network of contacts. For our commingled vehicles, our team of investment professionals is charged with evaluating investment strategies and opportunities, reviewing offering documents, negotiating terms, and conducting operational due diligence.
Public Equities
Our public strategies offer exposure to domestic, international, and emerging markets. Our research is fundamentally-driven and index-agnostic with an eye toward diversification. We tend to allocate capital dynamically to highly-aligned, off-the-run managers implementing concentrated portfolios. We seek competitive equity returns with lower volatility over full market cycles.
Private Equity
We believe private assets offer the opportunity for strong absolute returns at a premium to public markets. We allocate opportunistically to buyouts, venture capital, distressed, real assets and other private strategies on a global basis. We seek to capitalize on inefficiencies in less-trafficked areas of the market and target industry-focused managers who implement operationally intensive strategies with significant skin-in-the-game.
Investment Strategies
Hedged Strategies
We cover the full spectrum of hedged strategies, which serve as valuable diversifiers in an investment portfolio. We seek attractive risk-adjusted returns with low correlation to traditional stocks and bonds. Our thirty years of experience and our scale have provided a legacy of deep industry networks and a reputation as a valued partner. We believe this is critical to accessing managers with the talent to adapt to fast changing markets.
Opportunistic
Our opportunistic strategies offer a particularly attractive risk/return profile and are designed to be impactful at the total portfolio level. This idea generation is a by-product of our deep manager relationships as the specific strategies tend to “bubble-up” from our ongoing research work. Examples have included master limited partnerships, insurance-linked securities orphaned by distressed sellers, and Japanese equities.