North Rock Capital Management, LLC (North Rock) is a $4.5 bn global multi-manager investment platform primarily focused on relative value equity strategies. We are a wholly owned subsidiary of Lighthouse Investment Partners, LLC, a global diversified alternative asset management firm that has been advising clients and institutional investors for over 20 years. 

We believe we have a diverse and scalable multi-manager investment platform comprised of 51 PM teams. These PM teams are typically experienced sector specialists located around the globe. Our experience is the foundation upon which our 10-year track record is built. 

Our institutional infrastructure, proprietary risk framework, and entrepreneurial approach to portfolio management help us partner with experienced investment talent, which is critical to our long-term success. We also strive to create an environment which attracts and retains top investment talent. For more information visit: www.northrockllc.com.

(Information as of May 31, 2023)

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Finance

Investment Management

North Rock

Kelly Perkins

Russel Woodhouse Cfa, Caia

Naomi Polatsek Burton

Michelle Wong

Jacky Chan Cfa, Caia

Xingzhou Lu

Michael Kusznerko

Edward Grissell

Matt Burton

Jonathan Ackerley

Frances Nicholson

Mitul Patel

Don Breslauer

Oliver Robinson

Christopher Ray

Craig Schissler

Omar Qaiser

Inigo Kelsey

Ian Scanlon

The Investment Analysis and Trading team at North Rock is responsible for evaluating market opportunities and executing investment strategies primarily focused on relative value equity. Leveraging their diverse expertise in equity trading, quantitative analysis, and risk management, team members collaborate to identify value discrepancies across sectors, optimize portfolio performance, and implement trading strategies. By utilizing advanced technology and a rigorous risk framework, they strive to deliver robust returns for clients while maintaining a disciplined investment approach.

Investment Analysis and Trading

Leadership Team

Operations and Support

Investment Analysis and Trading

About

Team members

Other teams at North Rock

Leadership Team

Operations and Support