Content area
Full text
Sympathy may be a rare thing in business.
Sympathy may be a rare thing in business. But for Rocaton Investment Advisors, which was created in 2002 by a group of consultants at Barra RogersCasey, startup money managers do get some pity. "Do we have a greater appreciation for what it takes to be a small privately held firm? Absolutely. I would be lying if I said no," said Joseph Nankof, a partner and consultant at Rocaton. He said there may be occasions where the risk of going with a start up firm is preferable to some of the risks associated with an older firm that may have its own problems.
Rocaton seeks to understand the fundamentals behind a manager's securities selection process, rather than focus on past performance. It uses eVestment Alliance for its database services, and recommends that managers interested in being included in its database file their information with eVestment, said Nankof. He also said they can contact Rocaton directly. Additionally, Rocaton has a firm-wide system of rating money managers and individual separate account strategies. The grade a manager receives is formulated by Rocaton's research department.
Betrayed?
Rocaton was born in the beginning of April 2002 by 16 investment professionals from...