Billion Total Assets


Year Track Record


PM Teams


PM Team Investment Analysts

North Rock Capital is an investment management firm built upon a global multi-manager investment platform. We allocate 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-specialist PM Teams 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 our strategy’s launch in March 2013, North Rock Capital has grown to approximately $4.6 billion in assets under management across 51 underlying PM Teams today.

Information above as of June 30, 2023.

The North Rock Capital team focuses on identifying top investment talent and then employs a diversified and risk-balanced approach to portfolio management, as well as in managing the overall risk and factor exposures of the strategy.

Kelly Perkins
Kelly Perkins, CFA

Chief Investment Officer

Adin Kahn
Adin Kahn, CFA

Managing Director, Sourcing

Craig Schissler
Craig Schissler

Managing Director, Research

Don Breslauer
Don Breslauer, Ph.D.

Chief Technology Officer

Omar Qaiser
Omar Qaiser

Chief Financial Officer

Investment 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.

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.

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.

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.

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North Rock Locations

Palm Beach Gardens

Palm Beach Gardens

3801 PGA Boulevard, Suite 604
Palm Beach Gardens, FL 33410

New York

New York

437 Madison Avenue, 21st Floor
New York, NY 10022



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