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Joshua Kaufthal

Portfolio Manager at Tocqueville Asset Management L.P.

New York, NY , United States

About

Joshua Kaufthal is a Portfolio Manager at Tocqueville Asset Management L.P., based in New York, NY. In this role, he is responsible for managing investment portfolios for high net worth individuals, families, and institutions, utilizing a value-oriented and fundamentally-driven approach to portfolio construction. Kaufthal also serves as Managing Member at Eton Street Holdings, LLC, demonstrating leadership and expertise in both wealth management and asset allocation.

His investment focus spans multi-cap equity, global equity, and precious metals, particularly gold and related mining equities. He applies contrarian and bottom-up stock selection, emphasizing undervalued securities, rigorous fundamental research, and capital preservation. Kaufthal leverages extensive experience across sectors such as equity research, investment banking, and private wealth management.

Prior to joining Tocqueville Asset Management, Kaufthal held positions at Delafield Asset Management, UBS Investment Bank, and Bear Stearns, gaining deep expertise in financial markets and research. He holds a BA from the University of Pennsylvania, and his career reflects a track record of effective investment management, research, and client advisory. His notable contributions include shaping bespoke investment strategies and delivering tailored solutions for institutional and private clients.

Career History

OrganizationRoleDate RangeDetails
Tocqueville Asset Management L.P.Portfolio ManagerSep 2009 to Present
Portfolio Manager, Private Wealth Management Group Principal, JKM Fundamental Value, L.P.
Eton Street Holdings, LLCManaging MemberDec 2011 to Present
UBS Investment BankAssociate AnalystJul 2000 to Aug 2003
Equity Research, Broadline Retail Industry
Delafield Asset Management divison of Reich & Tang Asset Management, LLCAnalystSep 2003 to Sep 2009
Bear StearnsAnalystAug 1997 to Jun 2000
Investment Banking Division, Natural Resources Group

Education

University of Pennsylvania

Others at Tocqueville Asset Management L.P. (27)

NameRoleLocation
Alex George
Alex George
Global Equity Research Analyst, GeneralistNY , United States
Clare Nolan
Clare Nolan
Managing Director, Winchester DivNew York, NY , United States
David Harris
David Harris
Managing DirectorNew York, NY , United States
D
Don Wang
portfolio managerNew York, NY , United States
James Hunt
James Hunt
PMNew York, NY , United States
John Petrides
John Petrides
Portfolio ManagerNew York, NY , United States
John Rochford
John Rochford
Portfolio ManagerRed Bank, NJ , United States
Joseph Zock
Joseph Zock
Managing DirectorNew York, NY , United States
Josh Kaufthal
Josh Kaufthal
Portfolio ManagerNew York, NY , United States
Mason Sexton
Mason Sexton
Managing DirectorNew York, NY , United States
Showing 1-10 of 27 team members