Investing in Business
Masterpieces
My aim is to bring a long-term, owner-orientated investing philosophy to the public markets.
Long term ownership in businesses, not speculators in the price of stocks.
MY Values
- No Technical Analysis
- No Margin Leverage
- No Options Trading
- No Market Timing
- No Index Hugging
- No Derivatives
- No Shorting
- No Nonsense
What makes us different?
Typical Fund Manager
- Multiple products and funds
- Objective: grow assets under management
- Short-term investment horizon
- Diversified portfolio: ‘mile wide, inch deep’
- Short-term capital base
- No skin in the game
RBX Investments
- One portfolio. Invest in our best ideas
- Objective: long-term compounding
- Long-term investment horizon
- Concentrated portfolio
- Stable capital base
- Skin in the game