Introducing Carbon Beach
Eyquem Is Now Carbon Beach
Beginning January 1, 2016, Eyquem Investment Management, LLC will be Carbon Beach Asset Management, LLC.
Carbon Beach Asset Management, LLC is a Santa Monica, California-based registered investment advisor catering to accredited investors.
Carbon Beach specializes in identifying deeply undervalued stocks targeted by activists and private equity investors.
Meet Our Team
Email: [email protected]
Tobias Carlisle is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as Chief Investment Officer.
He is best known as the author of the website Greenbackd, the book Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014, Wiley Finance), and Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012, Wiley Finance). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.
Prior to founding the forerunner to Carbon Beach in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).
Email: [email protected]
Colin is a founder and managing partner of Carbon Beach Asset Management LLC, and serves as the firm’s Chief Executive Officer.
He has spent over 25 years investing and working in the financial marketplace. He was a sales executive at UBS in NYC and London advising convertible bond arbitrageurs. He moved to Commerzbank to build the Convertible Bond sales team, and integrated it with the CDS and High Yield Bond business. At Royal Bank of Scotland he established the hedge fund High Yield/CDS sales group in London, and then moved to RBS/Greenwich Capital Markets where he devised CDO/CLO arbitrage strategies for hedge funds. He is a graduate of Syracuse University, Maxwell School of Citizenship, with a degree in Economics (’89).
Contact Info
Carbon Beach Asset Management, LLC
201 Ocean Avenue, Suite 1702P,
Santa Monica, CA 90402
Phone:+1 (310) 451 0726
Email: [email protected]
Web: carbonbeacham.com
Our Office
Expanded Portfolio Options
One deep value equity strategy expressed three ways.
Classic Value
A tax-efficient, long-only portfolio of thirty (30) deep value U.S. equities and ADRs in the tradition of Benjamin Graham and Warren Buffett. We don’t short or hedge the portfolio, and we don’t borrow. The portfolio is always fully invested in the best opportunities. We don’t carry cash. When a position is sold, we rebalance to the next best position. The strategy is not managed with the objective of achieving a particular return relative to a benchmark index. However, to compare the performance of the strategy with a broad measure of market performance, reference may be made to the Russell 1000 Total Return Index over a three-to-five year horizon.
Risk Managed Value
Tax efficient, risk-managed exposure to our deep value strategy. We use a dynamic market-timing model to determine when to fully hedge the long portfolio by selling the index. Unhedged, the portfolio is 100 percent long. Hedged, the portfolio is 100 percent long, 100 percent short. The strategy is not managed with the objective of achieving a particular return relative to a benchmark index. However, to compare the performance of the strategy with a measure of performance, reference may be made to the HFRI EH: Fundamental Value Index over a over a three-to-five year horizon.
Enhanced Return Value
Tax efficient, hedge fund-like exposure to our deep value strategy. We lever the deep value stocks and use a dynamic market-timing model to determine when to partially hedge the portfolio by selling the index. Unhedged, the portfolio is 130 percent long. Hedged, the portfolio is 130 percent long, 100 percent short. The strategy is not managed with the objective of achieving a particular return relative to a benchmark index. However, to compare the performance of the strategy with a measure of performance, reference may be made to the HFRI EH: Fundamental Value Index over a over a three-to-five year horizon.
More Information About Our Deep Value Strategy
If you’d like to learn more about our deep value strategy or our portfolios, join our private list and we’ll send you our investment guide and keep you up-to-date with our performance.
