Our Fund
We invest in a select number - 8 to 15 - of publicly listed companies primarily in the United States. Our focus is discovering mispriced companies in underfollowed markets by doing extensive in-depth research and visiting each management team. The average market cap of the companies we own is ~$200m.
Investment Checklist
What We Look for when Investing in a Company
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Sells a wonderful product that will generate substantial cash for years to come.
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Treats their customers, employees, and community admirably.
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Is run by honest and able people that also have ownership in the business.
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Does not take excessive risk.
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Has a long-term plan for the business.
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Is selling ownership at a significant discount to fair value.
River Oaks Capital
Investing in every stock with the mindset as if we were buying the entire business.
