Rockefeller Asset Management

We are pleased to announce the launch of the Rockefeller Municipal Opportunities Fund (RKMIX) - an unlisted closed-end interval fund and our latest addition to our opportunistic municipal offerings. Learn more: https://lnkd.in/gfXMU9HX

We are excited to be at #SchwabIMPACT! Come visit us at booth 301.

We are excited to be at #SchwabIMPACT! Come visit us at booth 301.

Alex Petrone, Director of Fixed Income at Rockefeller Asset Management, joined Bloomberg’s “Masters of the Muniverse” podcast to discuss key insights into the municipal bond market. Alex explored how active management is crucial in navigating today’s muni landscape – especially with factors like ongoing Treasury market volatility, additional Fed easing, and the growing demand for tax-efficient investments – and how Rockefeller Asset Management adds value for its clients. Listen to the full interview here: https://lnkd.in/ecVX8kQH

We are delighted to announced the latest launch in our expanding suite of actively managed ETF solutions, RGEF - the Rockefeller Global Equity Exchange Traded Fund. Inspired by the Rockefeller legacy and global, inter-connected worldview, Rockefeller Asset Management has an over three-decade history of investing in global markets and currently manages approximately $4.5 billion across its global equity portfolios. Through RGEF, we look forward to providing a broad range of investors with access to our deeply experienced investment team and extensive legacy in this area of the market. Learn more: https://lnkd.in/evAMmQFG

We are pleased to announce the launch of Rockefeller Small-Mid Cap ETF, RSMC, the firm’s first actively managed SMID cap ETF and our fourth ETF launched this year. In our view, small and mid-caps may be poised for outperformance, driven by key cyclical and secular drivers. We are excited to expand our SMID capabilities and build on Rockefeller’s 30-year history managing Small Cap strategies as we seek to deliver attractive risk-adjusted returns and uncorrelated alpha to investors. Learn more: https://lnkd.in/e48rnArX

Discover the potential benefits of a Quality Core approach to US Small Cap Investing. At Rockefeller Asset Management, we believe that an actively managed quality core strategy is the optimal way to access small cap equities, allowing us to identify opportunities in this dynamic asset class. Unlike the typical barbell strategy that combines small cap value and small cap growth, our approach seeks to manage the pitfalls of traditional value and growth approaches. Click the link to read our latest insight, “Why Quality Core”, and explore how a quality core approach can effectively unlock the potential of small cap equities: https://lnkd.in/gziuspzi

Is the market too optimistic? Watch Avery Sheffield, co-founder and CIO of VantageRock at Rockefeller Asset Management, as she discusses the risks of overestimating the impact of rate cuts, the future of AI spending, and potential upside for investment opportunities in telecom and steel on CNBC’s Closing Bell. https://lnkd.in/eiggBCFh 

With the potential for better returns across market cycles, and the ability to manage potential pitfalls of the traditional value and growth approach, we argue that a quality small cap core approach may be the optimal way of accessing small cap equities. We believe our vast network and access to industry experts help us uncover competitive insights and new technologies. Our extensive research team, spanning equity, fixed income, and alternative investments, provides holistic, actionable insights. Click the link to find out more about Rockefeller’s Small Cap Platform: https://lnkd.in/geT-QE49

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