About Copper Rock Capital
Copper Rock Capital Partners opened on February 1, 2005 and provides specialized, growth equity investment management for pension and profit sharing plans, institutional investors, and mutual funds.
Copper Rock Capital's investment strategy is constructed to outperform in up markets due to our pure fundamental growth approach and also to protect our clients' capital with our portfolio construction and strong sell discipline. We believe we are good buyers of stocks and great sellers of stocks. As of December 31, 2013, the firm had approximately $2.7 billion in assets under management.
The firm is an affiliate of Old Mutual Asset Management with the principals of Copper Rock having a 40% ownership stake in the firm. Copper Rock benefits from the best of both worlds: the entrepreneurial environment of a small, specialized investment boutique with access to the substantial resources of a global financial services organization. The Copper Rock/Old Mutual relationship has allowed us to create an investment management organization with minimal non-investment related distractions where we can focus on doing what we do best: fundamental investment research. It is a structure that provides organizational stability with complete investment autonomy.
Optimal Organization Structure
We structured Copper Rock with two goals in mind: to deliver outstanding performance every year regardless of market direction and to attract and retain superior investment and client service professionals. As a boutique firm, we have 100% autonomy over the investment process and managing our employees. Therefore, we can manage the capacity of each investment product as we focus on superior performance rather than asset building. All senior members of the investment team are equity owners of the firm, which ensures the stability of the team over the long term. Finally, all equity partners have a personal stake in the investment products, therefore, we are invested side by side with our clients and our interests are aligned.
As an affiliate of Old Mutual, we benefit tremendously from the relationship with a global organization with greater than $200 billion in assets under management and a peer group of 17 other affiliates. Old Mutual provides human capital in the form of legal & compliance, information technology, human resources, risk management, and back office support.
Tucker Walsh, our CEO, oversees a cohesive team of investment professionals and employs the same investment process that has been in place since October of 1999. At State Street Research, Tucker was a Managing Director and Head of the Small Cap Growth team managing more than $2 billion in client assets. In addition, several members of the investment team worked together with Tucker at State Street Research before starting Copper Rock. We utilize a proven investment process that has led to a high degree of consistency in performance and style over time and was specifically designed to outperform the benchmark each year regardless of market direction.