Rocky Peak Capital Management, LLC Launches First Mutual Fund
(firmenpresse) - CALABASAS, CA -- (Marketwire) -- 04/30/12 -- Rocky Peak Capital Management, LLC ("Rocky Peak Capital Management") announced that it launched its first mutual fund, the Rocky Peak Small Cap Value Fund (RPCSX) ("the Fund"). Rocky Peak Capital Management commenced sole investment advisory responsibility and full operations of the Fund on April 2, 2012.
The Portfolio Manager of the Fund will be Tom Kerr, CFA, an experienced investment professional who has successfully managed research-driven, small capitalization, value-based strategies for more than 15 years. Rocky Peak Capital Management opened in December 2011 and was founded by Mr. Kerr who was formerly a principal and portfolio manager at RCB Investments, a Los Angeles-based investment manager that he joined in 1994.
"The Fund utilizes a research-driven, value-oriented approach and will focus on stocks with a market capitalization of under $3 billion," said Kerr. "We feel the best way to achieve superior investment returns is to have a long-term time horizon and invest in a focused number of undervalued companies. We welcome new investors who want to partner with us."
Premier Fund Solutions, Inc. serves as the Fund's administrator, Mutual Shareholder Services, LLC serves as the fund accountant and transfer agent, with Rafferty Capital Markets, LLC serving as distributor, and custody through U.S. Bank.
The Fund's investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus contains this and other important information about the Fund and may be obtained by visiting or calling 1-888-505-0865. Please read the prospectus carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. There is no assurance that the investment process will consistently lead to successful results. Value investing involves risks and uncertainties and does not guarantee better performance or lower costs than other investment methodologies. Investments in smaller companies involve additional risks.
,
Based in Calabasas, California, Rocky Peak Capital Management, LLC is a SEC registered investment adviser founded by veteran value investor, Tom Kerr, CFA. Rocky Peak Capital Management strives to provide clients with superior investment returns through long-term value investing. The firm employs fundamental, bottom-up analysis to create its portfolios and conducts its own research to arrive at security selection. Rocky Peak Capital Management puts personal and firm integrity above everything else.
Rocky Peak Capital Management, LLC
Tom Kerr
310-963-8009
Themen in dieser Pressemitteilung:
Unternehmensinformation / Kurzprofil:
Datum: 30.04.2012 - 14:00 Uhr
Sprache: Deutsch
News-ID 140592
Anzahl Zeichen: 0
contact information:
Town:
CALABASAS, CA
Kategorie:
Commercial & Investment Banking
Diese Pressemitteilung wurde bisher 212 mal aufgerufen.
Die Pressemitteilung mit dem Titel:
"Rocky Peak Capital Management, LLC Launches First Mutual Fund"
steht unter der journalistisch-redaktionellen Verantwortung von
Rocky Peak Capital Management, LLC (Nachricht senden)
Beachten Sie bitte die weiteren Informationen zum Haftungsauschluß (gemäß TMG - TeleMedianGesetz) und dem Datenschutz (gemäß der DSGVO).
