Rolf Kelly Photo

Rolf Kelly, CFA®

Portfolio Manager and Business Analyst
WCM Investment Management

Rolf Kelly is a Portfolio Manager and Business Analyst with WCM Investment Management. He joined WCM in 2018. As a member of the Investment Strategy Group, his primary responsibilities are portfolio management and equity research for our global core strategies. Rolf’s experience in the investment industry includes a position as an analyst and portfolio manager at Thornburg Investment Management, where he concentrated on ESG investing. Prior to that, he worked as an analyst at NCM Capital. Rolf earned an MBA from Duke University and a BS in engineering from Colorado School of Mines, where he graduated with honors. He is also a CFA® charterholder.

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Funds Managed

WCM Developing World Equity Fund

An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.

  • $1.85 million Total Net Assets (as of 04/18/2024)
  • Diversified Emerging Mkts Morningstar Category™

WCM International Equity Fund

An active, predominantly large capitalization core fund built on a strong bottom-up fundamental research framework and participation from value and growth.

  • $87.57 million Total Net Assets (as of 04/18/2024)
  • Foreign Large Growth Morningstar Category™