Root River’s consistent, repeatable process enables the Investment Team to identify companies adhering to its investment criteria.
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.
Striving to retain the optimal mix, the Investment Team constantly monitors and updates the portfolio.
1Arthur C. Nielsen