Specialized Non-Institutional
Presence Allows the Fund to
“Invest Under the Radar.”

Investment Philosophy

We are value investors. Rowan Oak Funds seeks to achieve superior long-term performance by investing in assets, opportunities, and existing competitively entrenched companies at prices significantly below our assessment of their business value.

We determine business value through financial analysis and established disciplines which we have consistently applied for 20 years. Assets, Fitness Class opportunities, and existing businesses invested in at prices substantially less than their intrinsic worth should protect capital from significant loss and should also appreciate substantially.

Objective/Policy Statement

The Fund seeks long-term capital growth by investing primarily in a limited number of assets and private companies believed to be significantly undervalued.

Governing Principles

  • We will treat your investment in the Fund as if it were our own.
  • We will remain significant investors with you in the Fund.
  • We will invest for the long-term, while striving to maximize returns and minimize business, financial, regulatory, and market risks.
  • We will choose our investments based on their discounts from our appraisal of their corporate intrinsic values, their financial strengths, their managements, their competitive positions, and our assessment of their future earnings potential.
  • We will concentrate our assets in our best ideas.
  • We will discourage short-term investors from joining us, the long-term investors, in the Fund.
  • We will communicate with our investment partners as candidly as possible

DAVID BLACKBURN

TOP CEO AWARD
2018

Mississippi Business Journal

DAVID BLACKBURN

TOP 50 UNDER 40
2018

Mississippi Business Journal

VOTED BEST PLACES

TO WORK IN MISSISSIPPI
2016 • 2017 • 2018 • 2019

Mississippi Business Journal
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