BirdRock Asset Management is an independent value-oriented advisory firm that specializes in managing small cap and large cap equity portfolios.

BirdRock Asset Management builds trust with clients through strict adherence to Global Investment Performance Standards (GIPS).  All investments are verified by ACA Compliance Group Beacon Verification Services. 

Investment Philosophy

Our investment philosophy is based on the premise that value investing (buying companies trading at what we believe to be a discount to future value) provides investors with long-term rewards over all other investment strategies as well as risk mitigation during times of market turbulence. While we believe that the market is a fairly efficient at discounting current information, this is not always the case, especially with regard to smaller market cap securities. To exploit these inefficiencies and add value through active management, we believe one must take a contrarian approach to information that may interpreted differently and perhaps incorrectly by other interested parties.

As we begin our search for the underappreciated, misunderstood, or simply overlooked securities by the investor class, our approach is to dig deep by using quantitative, qualitative as well as empirical data to help us add alpha for our clients. The essence of BirdRock Asset Management's value investment style is to buy stocks at less than their intrinsic value. Our extensive research process evaluates a company's intrinsic value through cash flow and book value comparison, financial statements, financial health, competitive advantages, management and market competitors.