Investing with Bird Rock Asset management means having an investment advisor who puts your needs first. We understand that trustworthiness and competence are just as important to you as investment performance. Our portfolio management team has combined investment experience of over 17 years, and an excellent performance track record. In addition, we will offer performance results that are audited annually by an independent accounting firm, so you can feel confident in the accuracy of the data we provide. more...




Bird Rock Asset Management is an independent advisory firm that offers a small cap value portfolio for institutional investors.

We believe that to be truly successful long term investors you must have a consistent and definable investment philosophy and process as well as a disciplined risk management strategy. We combine a relative value focus with proprietary quantitative investment techniques to select out-of-favor companies with what the firm sees as attractive risk-adjusted return characteristics. more...