Rocky Peak Capital Management is a registered investment advisor focused on value oriented investing strategies. Our investment success is achieved by maintaining a long-term time horizon and investing in a focused number of undervalued companies.
The firm was founded in 2011 by Tom Kerr, CFA, an experienced investment professional with over 20 years of investment and business experience. The founder was most recently the portfolio manager for the Rocky Peak Small Cap Value Fund and prior to that was a partner and portfolio manager at a $4 billion investment firm in Los Angeles where he was co-manager of the Small Cap Value strategy and the CNI Charter RCB Small Cap Value mutual fund. Mr. Kerr also served as one of the firm’s Equity Analysts covering consumer products, business services, retail and media industries. At Reed Conner Birdwell he was instrumental in developing an innovative, original research process and investment philosophy for the firm. Mr. Kerr is a CFA charterholder and obtained a B.B.A in Finance from Texas Tech University. He currently resides in Southern California.
Rocky Peak Capital Management is located in the city of Calabasas, CA.
Fax : 818-530-9238
“Value investing at its core is the marriage of a contrarian streak and a calculator”