INVESTMENT PRINCIPLES

Robert Rose Capital is built on the foundation of strong integrity, focused on partnering with stakeholders that exhibit strong ethical and business principles. These principles include reliability, trustworthiness, honesty and respect.  Our investment approach is four dimensional: People & Culture, Financial Prudence, Operational Excellence and Data & Technology.

  • RRC believes People & Culture make organizations thrive. Through collaborative cultures and diverse perspectives, organizations can reach their full potential. We place a premium on identifying the appropriate talent, building effective organizational structures and aligning incentives to create value for all stakeholders.

  • Our philosophy is to design the appropriate capital structure for each investment in order to provide the capacity to succeed. From there, we emphasize diligent discipline with financial decisions to balance the investments needed at a company with the emphasis on maximizing profitability and free cash flow. Through these principles, companies can leverage their balance sheet to take advantage of value creating opportunities.

  • Whether its integrating multiple systems onto one platform, implementing process improvements or integrating better performance measurement metrics to identify efficiency opportunities, RRC works with the company’s team to drive operational excellence for the benefit of customers.

  • To be an industry leader, companies must embrace Data & Technology as part of their value creation strategy. Through harnessing data and translating the data into actionable items, companies forge strong relationships with customers, therefore creating wider economic moats. RRC believes digital transformation is an important component to a value creation strategy.