Benner Ulrich

Benner Ulrich is a Portfolio Manager at Tocqueville Asset Management L.P. in New York, where he manages a value-oriented investment strategy with a distinct focus on small and mid-capitalization companies. His responsibilities include rigorous fundamental research and portfolio management, seeking to identify differentiated investment opportunities that offer meaningful margins of safety within the U.S. equity markets.

Before joining Tocqueville in 2017, Mr. Ulrich was a Principal and Portfolio Manager at Breithorn Capital Management, which he co-founded and led for eight years, focusing on value investments in public equities. Earlier in his career, he served as a Principal at the activist hedge fund Oliver Press Partners and held senior equity research roles on the health care team at UBS Investment Bank, highlighting his deep sector expertise and analytic background.

Mr. Ulrich earned both a BA and MBA from Lehigh University, underscoring his strong academic foundation in finance and investments. He has also served as a board member for healthcare technology companies, reflecting his experience and engagement with the healthcare and technology sectors alongside his broader expertise in public equity investing.