Split Rock Profile Picture
  • Education Cardinal Stritch University
  • Qualifications Series 65 and 63
  • Job Title Portfolio Manager
  • Industry Financial Services
  • Company Name Split Rock
  • Website
  • 31 West Superior St
  • Duluth
  • Minnesota
  • 55802
  • Company website with additional …
Manager Disclosure Document

Split Rock

Investment Adviser

Investment portfolio

Split Rock North American Shale Energy

See full details
  • Strategy
    Concentrated Long-Only Equity
Sharpe ratio
1.06

365 days

Manager performance
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15.0%

365 days

Risk score

1% fee
$20,000 minimum


Important Information

1. Performance of the portfolio manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More

2. Past performance is no guarantee of future results. Periodic and since inception performance returns are calculated daily. Monthly vs. S&P 500 return and the corresponding spark chart is calculated to the most recent month end date.

3. The subscription minimum is the minimum subscription required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.