Turning Rock seeks to make long-term investments in debt and equity securities of North American small and mid-capitalization businesses. The Firm believes there is a growing supply of illiquid assets for sale in the market driven by a challenging macroeconomic environment, ongoing volatility, global bank deleveraging and increased complexity. The investment strategy seeks to fill the void that has been created by the current regulatory environment as banks have stepped away from acquiring and lending against more illiquid types of assets.
Turning Rock adopts the following principles and objectives to guide its investment strategy:
Our approach is informed by a combination of top-down capital markets knowledge, paired with fundamental equity and credit analysis. Integral in this process is the constant intellectual challenge and review of current markets. Turning Rock constructs its portfolio to offer equity-style returns with downside protection over multiple market cycles. We emphasize return of principal and inherent cash flow throughout portfolio construction and employ time-tested credit and equity research, while performing deep dive analytics on each potential investment through a combination of financial, operational, and qualitative analysis.
Diverse investment solutions from a diverse team of experts
Turning Rock’s team is composed of highly-skilled investment, operational, and administrative professionals from a wide range of backgrounds. We are proud of our team’s heritage and combined skill sets.
COO / CFO / Partner
Administration / Client Service
We’re a minority and women-owned business enterprise based in New York
Turning Rock contributes a portion of its profits each year to a wide variety of philanthropies as it believes firmly that giving back is part of our role in society. As part of its initiative to contribute a portion of its firm profits to causes which promote positive impact-driven missions, Turning Rock has participated in several terrific initiatives and also volunteers on a frequent basis.
We seek to build and partner with experienced management teams in order to create and unlock long-term shareholder value, and we hope that the teams we work with find Turning Rock to be a partnership with staying power.