Rockefeller Asset Management Launches U.S. Small Cap Core Fund, Adding to Its Active Lineup of Small Cap Strategies
New York, August 1, 2023
The Fund is managed by an experienced portfolio management team including, Jason Kotik CFA, Lead Portfolio Manager for U.S. Small and Smid Cap, and Tim Skiendzielewski, CFA, Associate Portfolio Manager. Kotik and Skiendzielewski bring more than 40 years of combined experience in small cap investing and, prior to joining Rockefeller Asset Management, worked together for more than a decade managing several U.S. small cap strategies at abrdn.
“Rockefeller Asset Management has a 34-year history managing small cap strategies with compelling returns,” said Casey Clark, President and Chief Investment Officer. “We continue to build on this legacy by making the Rockefeller U.S. Small Cap Core Fund – with these distinguished professionals and all of our distinct intellectual capital – available to an expanded audience.”
“We believe now is an exciting time to be a small cap investor,” said Kotik. “In our view, the market environment has shifted, creating significant opportunities for active managers to generate strong long-term returns for clients.”
Clark added the firm is focusing on investment solutions involving targeted markets where active management can add value. “We understand the need for broad vehicle availability, and our goal is to provide investors with strategy and vehicle alignment that suits their needs.”
The Rockefeller US Small Cap Core Fund is available in institutional (RKSIX) and retail (RKSAX) share classes.
About Rockefeller Asset Management
Rockefeller Asset Management serves institutions, financial professionals, and other institutionally-minded investors through equity, fixed income, and alternative solutions that seek outperformance driven by a disciplined investment process. As part of the Rockefeller ecosystem, Rockefeller Asset Management convenes global networks to generate insights and outcomes not commonly found in the investment community. With over 30 years of intellectual capital from pioneering global investing and ESG leadership, and decades of constructive shareholder engagement, Rockefeller Asset Management is committed to continually building partnerships and expanding its platform that seeks to put clients and their performance first. As of June 30, 2023, Rockefeller Asset Management has approximately $12 billion of assets under management.
Investing involves risk, including risk of loss. Past performance is no guarantee of future results. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad. Small capitalization stocks generally involve higher risks in some respects than do investments in stocks of larger companies and may be more volatile.
The investment objective of the fund is to seek long-term capital appreciation principally through equity investments in U.S. small capitalization companies.
The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectus contains this and other important information about the investment company, and may be obtained by calling 1.855.460.2838, or visiting www.rockefellerfunds.com. Read it carefully before investing.
The Rockefeller mutual funds are distributed by Quasar Distributors, LLC.