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$4.9
Billion Total Assets

10+
Year Track Record

60+
PM Teams

120+
PM Team Investment Analysts

North Rock Capital Management, LLC is an investment management firm built upon a global multi-PM investment platform. We deploy capital across a diversified set of relative value fundamental and quantitative equity-focused portfolio manager teams (or “PM Teams”). We principally seek to partner with sector and regional specialists that possess deep experience in a defined universe of securities and utilize that specialization and focus to pursue long-term sustainable alpha. Our focus is to harness and manage the combined prowess of our PM Teams to achieve high-quality returns through idiosyncratic risk, with low dependence on market direction. Since the strategy’s launch in March 2013, North Rock Capital has grown to approximately $4.9 billion in assets under management across 60+ underlying PM Teams today.

 

Information above as of March 31, 2024.

OVERVIEW

Leadership

The North Rock Capital leadership team brings together diverse perspectives and experience with the common goal of delivering consistent alpha for our investors’ portfolios and their beneficiaries.

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Kelly Perkins, CFA

Chief Investment Officer

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Jonathan Kisner, CFA, FRM

Managing Director, Head of Risk

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Chris Ray

Chief Compliance Officer

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Adin Kahn, CFA

Managing Director, Head of Global Business Development

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Omar Qaiser, CPA

Chief Financial Officer &
Chief Operating Officer

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Don Breslauer, Ph.D.

Chief Technology Officer

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Craig Schissler 

Managing Director,

Head of Global Research

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Dan Grogan

Global Head of Treasury &
Portfolio Finance

LEADERSHIP
Bios

Approach

Our multi-PM Team platform seeks to isolate idiosyncratic returns primarily in relative value equity through a sector-specialist approach. We target low overall net exposure and limited correlation and beta to the equity markets.

 Sector Focus

Our platform primarily seeks relative value equity specialists that focus on a particular sector, industry, or region. Each sector-specialist PM Team practices fundamental stock selection and incorporates sophisticated proprietary quantitative tools and risk management into their investment processes. We believe combining sector-specialist PM Teams focused on a defined universe of securities for which they have extensive experience covering offers us long-term sustainable sources of alpha.

 Partnership Culture

We strive to create an investment platform that attracts and retains talented PM Teams. We believe the foundation for our firm culture is our collaborative partnership approach with PM Teams and we have created what we believe is a unique structure to support this partnership and provide PM Teams with autonomy, flexibility, and support. We continue to invest in proprietary technology, infrastructure, and risk analytics to build a flexible, scalable, and efficient platform that provides our PM Teams with best-in-class support as they pursue their independent strategies.

Disciplined Risk Management

We seek PM Teams that derive their return primarily from idiosyncratic exposure while generally minimizing overall market and factor exposure. Our rigorous bottom-up risk management framework emphasizes real-time risk monitoring, while defined drawdown triggers and contractual investment guidelines and restrictions seek to reinforce strict control of market risk.

Sector Focus
Partnership Culture
Disciplined Risk Management
Approach

Contact

  • LinkedIn

Our Locations

North Rock, New York
North Rock, Hong Kong
North Rock, London
North Rock, Palm Beach
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New York

437 Madison Avenue,

21st Floor
New York, NY 10022

United States

Hong Kong

LHT Tower, 28th Floor,
31 Queen’s Road Central,
Hong Kong

London

2nd-3rd Floors,
48-49 Pall Mall St James’s
London, SW1Y 5JG
United Kingdom

Palm Beach Gardens

3801 PGA Boulevard,

Suite 604
Palm Beach Gardens, FL 33410

United States

Singapore

138 Market Street 

#05-00 CapitaGreen

Singapore 048946

CONTACT US
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