Investment Process

Root River’s consistent, repeatable process enables the Investment Team to identify companies adhering to its investment criteria.

Deep-Rooted Research:
The Investment Team builds information networks with people who have pertinent industry knowledge and perspective.  “Leav[ing] no stone unturned to help [our] clients realize maximum profits from their investment,”1 we follow our fundamental business framework in conducting due diligence and analysis. 

Planting a Position:
A business must stand on its own merit.  Thereafter, the Investment Team reviews the potential position focusing on the entire portfolio: seeking intentional exposures, diversification, and other desired characteristics.  

Maintaining Conviction: 
Striving to retain the optimal mix, the Investment Team constantly monitors and updates the portfolio. 

1Arthur C. Nielsen