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    Tucker Golden

    Research Analyst at Solace Capital LLC

    Tucker Golden is the Managing Partner and founder of Solas Capital, a value-oriented investment firm specializing in the energy efficiency sector, which he has led since its inception in 2004. Previously, he covered consumer companies as research lead at Ivory Capital, worked as an associate at private equity firm Centre Partners, and was a senior analyst in investment banking at Donaldson, Lufkin & Jenrette in both New York and London. Golden's firm manages over $599 million in discretionary assets, with significant holdings in companies like Epsilon Energy Ltd, reflecting a focused and high-conviction investment approach. He holds an undergraduate degree from Princeton University and is recognized for building Solas Capital into a specialized leader in energy finance, drawing on extensive investment research and analytical expertise.

    Tucker Golden's questions to FGF leadership

    Tucker Golden's questions to FGF leadership • Q1 2017

    Question

    Tucker Golden from Solace Capital LLC requested an overview of the company's investment program, asking about specific targets, the expected timeline for adjustments, and the decision-making process, including responsible committees, individuals, and any external advisors.

    Answer

    President and CEO Douglas Raucy explained that the investment strategy is evolving with guidance from a board-level committee. He noted a shift towards a slightly more aggressive stance in some equity markets and extending bond portfolio maturities to increase yield, while remaining cautious of interest rate changes. Raucy confirmed the process involves both board-level input and company-level execution, supported by advice from their external advisor, AAM (Asset Allocation Management group).

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