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Holbrook Holdings was founded in Portland, Oregon in 2015 by SCott Carmack and Michael Burns. The company provides unique solutions to fund management with its fund offerings. The Holbrook Income Fund was launched in July of 2016 and the Holbrook Structured Income Fund was launched in May of 2022.

OUR HISTORY

OVERVIEW

The Holbrook Income Fund seeks the best risk-adjusted opportunities in fixed income that offer the potential for both income and capital preservation in a rising rate environment.  A top-down macro approach is employed to identify opportunities across all facets of the bond market and then a rigorous a bottom-up credit selection process to select individual issues. The managers will invest opportunistically across a wide range of credits and issuer types based on relative value within fixed income.

OBJECTIVE

The Fund seeks to provide current income, with a secondary objective of capital preservation in a rising rate environment.

The Fund seeks to meet these objectives by investing primarily in:

  • Treasury Inflation Protected Securities (TIPs)

  • Investment Grade Corporates

  • Structured Credit (RMBS, CMBS, CLO, ABS)

  • High Yield Corporates

  • Preferreds

OUR HISTORY

Holbrook Holdings was founded in Portland, Oregon in 2015 by SCott Carmack and Michael Burns. The company provides unique solutions to fund management with its fund offerings. The Holbrook Income Fund was launched in July of 2016 and the Holbrook Structured Income Fund was launched in May of 2022.

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Institutional Investors

Investment management capabilities for corporate and public retirement plans, foundations, endowments, trusts, other institutional investors and their consultants.

Investment Professionals

Investment information for financial intermediaries including advisors, broker-dealers, centralized research teams, RIAs, and IFAs.

Individual Investors

Mutual fund information including performance, commentary, holdings, distributions and prospectuses for individual investors.

INVESTMENT
PHILOSOPHY

Holbrook Holdings recommends that clients take a long-term approach to investing. Client portfolios should integrate risk tolerance, return objectives, investment horizon, tax implications and liquidity needs when constructing long-term strategic allocations.

Tactical adjustments to long-term strategic allocations can help bolster returns by increasing exposure to undervalued asset classes, and reducing exposure to those that are overvalued on a historical basis.

Holbrook Holdings believes that a well-diversified portfolio, coupled with value-based tactical adjustments results in a dynamic approach to investing that can help clients reach their financial goals.

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MEET OUR TEAM

PORTFOLIO MANAGEMENT

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Scott Carmack

CEO & Portfolio Manager

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Ethan Lai

Portfolio Manager

OPERATIONS

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Michael Burns

Chief Operating Officer

Chief Compliance Officer

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Eric Strom

VP of Compliance and Operations

SALES

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Brian Zeck

President of Sales

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Kevin Clausen

VP of Sales

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Dan Merrill

VP of Sales

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Andy Schmidt

VP of Sales

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Brandon Boyzuick

VP of Sales

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Ziggy Zoller

Junior VP of Sales

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