The mutual fund of the Tocqueville Trust provides investors with access to the investment strategies used by the fund's advisor, Tocqueville Asset Management L.P., for their institutional clients, including major endowments, foundations, pension plans and family offices.
The fund is actively managed to preserve wealth and seeks to achieve an above average investment return over time.
A Distinctive Asset Manager
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Formed in 1985, New York-based Tocqueville Asset Management focuses solely on investment management, undistracted by any other business. It has acted as the advisor to the Funds in the Trust since inception.
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Tocqueville is disinclined to follow the crowd. They are independent thinkers who base their decisions on rigorous, in-depth research and thorough knowledge of every investment position in the funds.
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Tocqueville’s disciplined investment processes seek to mitigate portfolio risk. Experience has demonstrated that this can often be achieved by an emphasis on undervalued and out-of-favor assets.
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Tocqueville is employee-owned and the manager of the Fund all have significant assets invested alongside with the mutual fund investors.