Global Equities Investment Specialists

Institutional Strategies

Copper Rock offers four investment strategies which are available to institutional investors. We have structured our firm so that investment professionals remain focused solely on generating superior performance. As a boutique investment firm, we maintain 100% autonomy over the investment process and managing our employees. All of our strategies are capacity constrained as we focus on superior performance rather than asset gathering. All senior members of the investment team are equity owners of the firm, which ensure stability over the long term. Finally, all equity partners have a personal stake in the investment strategies and we are committed to aligning our interests with those of our clients.

Strategy Relative Index Style
Copper Rock International Small Cap S&P Developed Ex-U.S. Small Cap Core with a Growth Bias
Copper Rock Global Small Cap MSCI World Investable Market Small Cap Index Core with a Growth Bias
Copper Rock Emerging Markets Small Cap MSCI Emerging Markets Small Cap Core with a Growth Bias
Copper Rock Concentrated Global All Cap MSCI ACWI (All Country World Index) Index Core with a Growth Bias