Healthcare
Services, HC-Technology, Wellness, Medical Devices, Pharmaceuticals, Biotech, Animal Health, Life Sciences and Diagnostics
Harnessing Leading
Sector Expertise Focused
on Positive Returns
Tamridge Capital is an investment firm that seeks attractive risk-adjusted returns over a multi‐year investment horizon. Our seasoned teams are committed to deep fundamental analysis and disciplined risk management.
We focus on opportunities across the Technology, Healthcare, Consumer and Industrials sectors.
We are based in San Francisco with additional offices in Boston, New York and Connecticut.
Fundamentally Driven Research Combined
with Disciplined Risk Management
The following core qualities characterize our research-based equity strategy:
Seasoned team
Each of our sector-focused portfolio managers have, on average, over two decades of industry experience.
Agile structure
Our autonomous sector-based research teams execute ideas based on rigorous fundamental analysis while maintaining the ability to adapt to changing market conditions and capture new opportunities as they arise.
Comprehensive risk management
We continuously measure, monitor and may seek to hedge out unpredictable market-related factors, with the goal of isolating company-specific attributes that drive long-term investment gains.
Opportunistic, style-agnostic view
Our investment mandate includes investing in equities across key market sectors and market caps, through all parts of a company’s life cycle.
Guided by Knowledgeable, Experienced Sector Specialists
Our investment-team members have developed their strategies over numerous years. Our Founder and CIO, Josh Fisher, has more than 25 years of experience and a strong track record that’s well regarded by the industry.
Tamridge Experience By-the-Numbers
0+
Number of professionals across our teams
0+
Average years of experience for our portfolio managers
Josh Fisher, Founder and CIO
Josh is Tamridge’s Founder and CIO. He has over 25 years of investment experience in both private and public companies across all healthcare sectors. After several years as a sell‐side analyst, he moved to the buy‐side in 2000, which included roles as Principal for Pequot Capital, Founder and Portfolio Manager at PresPoint Capital, Partner Redmile Group and Portfolio Manager at Ashler Capital. Josh is also a Founding Board Member of Colorwave, a non-profit focused on making the innovation economy more equitable and inclusive by providing leaders of color access to the start-up industry. Josh received a Bachelor of Science from the University of California, Berkeley.
Disciplined, Dynamic and
Diversified Across Key Sectors
Our long-short equity strategy consists of in-house research and comprehensive risk management with the goal of minimizing systemic risks, such as style factors and industry themes.
We aim to have a rigorous, repeatable investment process, and a portfolio that is well diversified across Healthcare, Technology, Consumer and Industrials.
Technology
Software, IT Services, Semiconductors, Semiconductor Equipment, Enterprise Hardware, Networking Equipment, Payment Processors, Financial Technology, Business & Information Services, Internet/Ecommerce, Telecommunications and Technology Components & Distribution
Consumer
Branded Apparel and Footwear, Retail, Consumer Staples, Media, Gaming, Lodging and Leisure
Industrials
Multi Industry & Electrical Equipment, Machinery, Aerospace and Defense, Transports, Autos, Housing & Building Products, Chemicals, Industrial Gas, Coatings, Paper & Packaging, Metals & Mining, Infrastructure and Energy Transition