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BenchmarkPlus Management

Investment Management

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BenchmarkPlus Management
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    Jeff Leonard Vice President of Operations ▶ Investment Operations ▶ Business Development ▶ Operations Administration ▶ Data Analytics
    • Rising Star
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  • Steven Carroll, CFA Managing Partner at Benchmark Plus Management
    • Tacoma, Washington, United States
    • Rising Star
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    Erik Lewis Director at BenchmarkPlus Management
    • Seattle, Washington, United States
    • Rising Star
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    Jeff Leonard Vice President of Operations ▶ Investment Operations ▶ Business Development ▶ Operations Administration ▶ Data Analytics
    • Greater Seattle Area
    • Rising Star
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    Erik Bright, CFA, CAIA Associate Director at BenchmarkPlus Management
    • Seattle, Washington, United States
    • Top 10%
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Overview

Unique Managers and Strategies - High Conviction Investments - Alpha-driven - since 1998 Company Background Benchmark Plus is an alternative investment manager and advisor based in Tacoma, WA. Benchmark is a registered Investment Adviser with the U.S. Securities and Exchange Commission.* We specialize in finding unique trade opportunities utilizing highly skilled hedge fund managers operating in inefficient sectors of the market. Our Real Alpha™ investment process seeks to uncover managers that trade in asset classes, sectors and strategies often overlooked by other investors, well before they become main-stream. With a proprietary system, we focus on decomposing a manager’s return into its respective market risk factors and its excess return, or alpha. Our experienced portfolio management team uses carefully selected and well diversified manager exposures, coupled with cost effective derivatives, to construct outcome based investment solutions for our clients. *Registration with the SEC does not imply a certain level of skill or training.