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.
For more information, click here to view our detailed Owner’s Manual.
River Oaks Capital
Investing in every stock with the mindset as if we were buying the entire business.
