Diversity, Preservation, & Maximized Returns
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
David Markus, CFA
Director Of Asset Management
Stephen Spataro, CPA
Administration / Client Service