Rocaton’s Public Equity Investment Philosophy

February 2018

In a market environment characterized by richer valuations and lower yields, investors may feel the propensity to shift to riskier investments to generate higher returns. Rocaton believes that a well-structured public equity program has played and will continue to play an important role in the ability to meet longer-term objectives. In this edition of Insights, we outline our long-standing public equity investment philosophy, predicated on prudent use of active risk. Above all, Rocaton remains focused on creating customized solutions across our client base and we welcome more targeted discussions on how best to adapt our equity investment philosophy to your specific program.


Download PDF