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Rockefeller Funds

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.

Equity Strategies

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.


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.

Investments involve risk. Principal loss is possible. Some of the risks involved with equities include the possibility that the value of the stocks may fluctuate in response to events specific to the companies or markets, as well as economic, political or social events in the U.S. or abroad.

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 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.

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