Albert Bridge Capital

Drew Dickson, the firm's Founder and Chief Investment Officer, has sole discretion over portfolio construction. He built the investment process and remains the lead decision-maker for all three of the firm's vehicles. This centralized structure is a deliberate governance choice that eliminates committee risk and keeps intellectual accountability tied to a single named operator.

The firm deploys a concentrated, fundamentals-driven equity strategy focused exclusively on European companies. It uses a proprietary quantitative model to screen for businesses displaying durable fundamentals that are temporarily out of favor due to market myopia or behavioral overreaction. The portfolio typically holds between 20 and 25 mid- to large-cap names across the UK and Continental Europe.

Albert Bridge runs both a long-only fund and a long-short fund, offering the same core European equity thesis through different risk-return profiles. The long-short vehicle adds a short book designed to hedge factor risk and generate alpha on the downside. The long book across both vehicles draws from the same concentrated research pipeline.

Allocators can invest directly in the long-only or long-short funds. The firm also offers the Albert Bridge Capital Fund, a fund-of-funds structure that pools external capital into a single-manager allocation to Dickson's strategy. This third vehicle was created specifically for institutions whose internal guidelines restrict investments in highly concentrated single-manager funds.

Albert Bridge intentionally caps its total assets under management to preserve the effectiveness of its concentrated mid-cap strategy. The firm's investment edge depends on being able to take meaningful positions in under-covered European companies without moving the market. By turning away capital at a self-imposed ceiling, the manager aligns its interests with existing investors and protects the durability of its alpha thesis.

The firm's geographic mandate covers all of developed Europe. Core markets include the United Kingdom, Germany, France, the Netherlands, and the Nordics. Albert Bridge does not invest in US equities or emerging markets, maintaining a pure-play European focus that reflects the CIO's entire career specialization.

Drew Dickson spent over a decade managing European equity portfolios at Ziff Brothers Investments and later at Aetos Capital before founding Albert Bridge Capital in 2012. His entire investment career has focused on European equities, and the concentrated, valuation-driven philosophy he employs at Albert Bridge is a direct continuation of the process he developed inside those institutional platforms.