Rockefeller Asset Management offers equity strategies that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture.
In managing equities, we utilize a global approach looking for attractive ideas irrespective of geography. We apply a rigorous, bottom-up security analysis that includes fundamental, sector-based research in seeking to identify businesses that have high or improving returns on capital, barriers to competition and compelling valuations.
Rockefeller Climate Solutions Fund
Objective: The Fund seeks long-term growth of capital
The Fund seeks to achieve its investment objective by investing at least 80% of its net assets in equity securities of companies offering climate change mitigation or adaptation products and services.
ROCKEFELLER US SMALL CAP CORE FUND
Objective: The Fund seeks long-term capital appreciation
The Fund seeks to achieve its investment objective by investing principally through equity investments in U.S. small capitalization companies.
Learn more about our funds
The Rockefeller Climate Solutions Fund’s focus on environmental criteria limits the number of investment opportunities available to the Fund as compared to other mutual funds with broader investment objectives, and as a result, the Fund may underperform funds that are not subject to similar investment considerations.
The funds’ 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.
Past performance does not guarantee future results.
The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of the Funds in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.
The Rockefeller mutual funds are distributed by Quasar Distributors, LLC.