Resource Capital Management

Resource Capital Management

Resource Capital Management was founded in 2009 by Henry Rolling, who serves as President, CEO, CIO and CCO. The Reno-based SEC-registered investment advisor runs a single strategy constructed from a systematic value screen applied to mid- and large-cap equity securities listed on North American exchanges. Rather than growing by raising successive funds or opening new strategies, the firm appears to have kept its product scope deliberately narrow around the Long 60 portfolio and to serve pension funds, foundations and qualified individual investors. The Long 60 portfolio is built by filtering a broad North American equity universe through the firm's proprietary cash-flow-analytics model, then equal-weighting the top three names from each of the 20 GICS sectors. The result is a 55- to 60-stock portfolio with no more than a roughly 1.7% initial weight per position, creating an intentionally diversified value allocation. The firm characterizes its approach as a "good companies getting better" discipline — targeting firms whose improving operating metrics, balance-sheet strength and capital-structure changes it believes the market has not yet priced. Turnover is deliberately low, which also makes the strategy more tax-efficient for taxable clients. Resource Capital benchmarks the composite against the Russell 1000 Value Index and reports cumulative outperformance since inception in its 2009–2021 composite data; the live track record began in 2015. The firm's published performance composites show the Long 60 Value strategy delivered cumulative outperformance net of a 1% maximum advisory fee versus the Russell 1000 Value from January 2009 through year-end 2021. Resource Capital discloses that model-portfolio returns cover 2009–2014 (reviewed by Ashland Partners) and 2014–2015 (unreviewed), while actual client account performance is reflected thereafter. No current AUM or total deployment figure is publicly disclosed. Henry Rolling occupies all senior investment and compliance roles, and the website does not list any additional investment professionals or office locations. Resource Capital's structural differentiator is its commitment to a single, static quantitative value model — an unusual posture in an era when many asset managers have expanded into private markets, multi-asset solutions or SPACs. The portfolio is rebalanced out of stocks when the model signals a shift toward growth-company characteristics and into new value candidates, creating a systematic "value-to-growth" rotation that avoids factor-timing discretion. This mechanical discipline and refusal to style-drift leaves the firm tightly benchmarked to an all-equity US large-cap value outcome, a narrow but clearly defined mandate for allocators evaluating specialist equity managers.