Investment Strategy

At RCG, our primary goal is to achieve long-term capital appreciation for clients. RCG’s investment approach is equity oriented and reflects our belief that equity securities offer the best opportunity for significant long-term returns. Our investment process was developed through education and application over decades.

Our portfolios are concentrated, and heavily weighted in businesses and industries where we have depth of experience and expertise including: Technology, Telecommunications, Consumer Staples and Consumer Discretionary.

Our process allows us to view investments through multiple lenses, particularly qualitative. We are opportunistic in that we invest in the best opportunities where we find them across market capitalizations, but we are best at identifying undiscovered smaller companies and special situations that are mis-priced. Our research process is bottom-up driven, and we analyze each investment on its own merits. We believe our investment is a fractional ownership of a real company and we prefer longer term holdings as a means for capital appreciation. The Firm’s investment process contains elements of both “growth” and “value” styles. Ultimately, we seek to construct portfolios comprised of companies that are mis-priced in the market and sell at attractive absolute valuations, or do not fully reflect the opportunity for long-term compounding returns.  

Our investment process is expressed through a long-only, concentrated, opportunistic portfolio available via SMA. We ensure alignment of incentives by investing our personal assets alongside those of clients. We believe in investing client assets as we would our own, because we do.