Rockledge Partners investment management team screens across the entire spectrum of value investments without regard to capitalization. Our aim is to construct relatively concentrated portfolios consisting of roughly 50 investment opportunities that are discounted 30-50% to their intrinsic value.

Research is primarily bottom-up and highly focused on fundamentals. Our internal fundamental analysis includes valuation models, such as discounted cash flow, multiples analysis, float-based valuation, sum-of-the-parts, comparable private asset values and technical indicators. Research responsibilities for sectors are divided evenly among our team to ensure quality and breadth of coverage, but a generalist approach prevails at the committee level when identifying investment.