98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded

Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time.

In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. 

They also discuss: 

• The realities of raising capital in today’s market
• Why allocator behavior is shifting and what that means for boutiques
• Lessons learned from decades of small-cap investing
• How to grow your firm one small allocation at a time (and why the “unscalable” stuff matters most in the beginning) 

About Tucker Walsh:

Tucker is the Founder and CIO of Arrowside Capital, a high-conviction investment firm focused on the best emerging SMID growth companies in public markets.

With over 30 years of experience in growth equity, spanning roles at Polen Capital, Copper Rock Capital, and now Arrowside, Tucker is known for his deep research, sharp macro perspective, and unapologetically long-term approach.

He also writes Zen Investment Briefs and hosts a podcast on value creation, market psychology, and how investors can thrive in a world of rapid change.

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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus