Rocklinc Investment Partners
Rocklinc Investment Partners is an independent investment management firm focusing solely on creating portfolios of high quality assets customized for each client. The firm aims to be a world class provider of prudent wealth management services for discreet investors, including private individuals, families, corporations and foundations. Founded in 2010, Rocklinc is an organization anchored to time tested principles of value investing, buying assets below their long-term intrinsic value and patiently holding until the value has been realized.
ROCKLINC FUNDS
Kokomo Fund
Ownership stakes in 20-30 businesses that are run by competent and honest management teams
Focused on North American businesses, with flexibility to invest globally
Prepared to go against the crowd and think independently
Partners Fund
Limited number of investments (20-30 stocks)
Applies a disciplined buy, hold and sell criteria
Focus on North American equities with the flexibility to invest globally
ROCKLINC PRINCIPLES
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Safe Assets.
Will only invest in businesses that are well-capitalized, run by competent and honest management teams and established franchises.
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Concentrated Portfolios.
Invests in a handful of high quality companies ensuring adequate diversification, but avoids a common investment error, over-diversification.
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Medium to Long-Term Holding Period.
Investments based on a 3-5 year holding period, allowing focus on the true fundamentals of a business.
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Only invests in securities when they are trading at a discount to their intrinsic value and have the potential for attractive growth.
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Understand the Current Economic Environment.
One has to place each investment opportunity in the context of the current economic environment. Bottom up investing in quality securities of great businesses.
Rocklinc offers a variety of investment products and services, including:
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Comprehensive wealth management services for each client to develop a customized investment plan that meets their specific needs and goals.
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Constructs and manages portfolios of equities, fixed income securities, and other asset classes using a disciplined approach to value investing.
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Conducts in-depth research on the global economy and financial markets, with insights to identify investment opportunities and manage risk.
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Retirement planning.
Provides advice on saving, investing, and tax planning to help clients achieve their retirement goals.