Rockefeller Asset Management

Discover the Rockefeller difference in US small cap investing. Rockefeller Asset Management seeks sustainable businesses with competitive advantages and visionary management teams, in pursuit of returns on invested capital. Our seasoned team of portfolio managers brings extensive experience across market cycles, utilizing a concentrated strategy that embraces stock-specific risk in a disciplined manner. Click the link to learn more about Rockefeller’s Small Cap Platform: https://lnkd.in/gZa7QnX2

After 14 years of large-cap dominance, we believe we are approaching a regime change that may benefit US small cap equities. Portfolio Managers Jason Kotik, CFA and Timothy Skiendzielewski explain why now may be the time to allocate to US small-cap stocks. Key conditions that may drive small-cap outperformance include the reindustrialization and onshoring of businesses to the US, higher inflation which could provide small cap companies with expanded pricing power and margins, and attractive valuations. Click the link to find out more about Rockefeller’s Small Cap Platform: https://lnkd.in/gjDm954k

“We believe that tax efficient yields for tax-paying investors make tremendous sense,” said Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. Watch her recent interview on Bloomberg’s ETF IQ as she discusses why ETFs and municipal bonds are well suited for investors seeking tax efficiency and active management within the municipal market, and how investors may benefit from duration ahead of a potential Fed rate cut. https://lnkd.in/evVZpVmm  

We are pleased to share that Avery Sheffield, Co-Founder and CIO of VantageRock, was named in iConnections annual “Women at the Forefront of Alternative Investments” report, which profiles trailblazing women who are redefining what it means to be a leader in alternative investments. Avery’s dedication, vision and pursuit of innovation exemplify Rockefeller Asset Management’s commitment to fostering an environment that champions independent thinking. We are proud that she has been included in this dynamic group. https://lnkd.in/gCavg6_S

We are delighted to announce our expansion into opportunistic municipals with three actively managed high yield bond ETFs and look forward to leveraging our collective experience and capabilities to identify opportunities across the credit and duration spectrum as we seek to deliver alpha through these actively managed strategies: https://lnkd.in/eR5HRzZ5

For tax-paying investors today, high yield municipals present a compelling opportunity within #FixedIncome markets according to Alex Petrone, Director of Fixed Income at Rockefeller Asset Management. Watch her recent interview on Bloomberg’s The Close as she discusses her outlook for the #FederalReserve ahead of its July meeting, how treasury refunding and deficits will impact the economy moving forward, and opportunities for investors in volatile markets: https://lnkd.in/gij_3uSs

Are investors still buying the #AI dream? Watch Avery Sheffield, Co-Founder and CIO of VantageRock at Rockefeller Asset Management on CNBC’s Closing Bell as she discusses the dynamics driving the tech pullback, an outlook for the #FederalReserve, and a shift in investor attitudes related to accelerated AI spending this earnings season: https://lnkd.in/eNe3iUGb

The tides are changing in the small cap market. Listen to Timothy Skiendzielewski, Portfolio Manager at Rockefeller Asset Management, on the latest episode of NordSIP's ESGpresso podcast as he unpacks the impact an ESG focus can have on US small cap portfolios, why small caps may be poised to begin a cycle of outperformance, and what could be driving outperformance in select portfolio holdings. Listen on Apple Podcasts: https://lnkd.in/eFEu5GaS Listen on Spotify Podcasts: https://lnkd.in/ePzfTtMF

We are pleased to collaborate with UBS to launch the UBS Rockefeller Ocean Engagement Fund, which seeks to generate long-term alpha and create positive change in the health of our oceans, leveraging our over three decades of deep intellectual capital and experience in constructive shareholder engagement: https://lnkd.in/eYm9gcnW

The #BlueEconomy is the world’s seventh largest economy, representing 5% of global GDP.   We were delighted to participate in the UBS Fund Focus Summit in Zurich where Rockefeller Asset Management’s Casey Clark, CFA, and Rolando Morillo were joined by Mark J. Spalding from The Ocean Foundation to discuss ocean health and the potential opportunities for investors seeking returns and impact.