RBO & Co., LLC
RBO & Co. is an investment manager that serves individuals, family offices and institutions. RBO invests in public companies that we believe are well run, competitively advantaged and meaningfully undervalued. RBO's dedication to long-term client relationships and the consistent application of its investment methodology has allowed RBO to protect and grow capital for over 30 years.
RBO Key Points
- Value Concentration Investment Methodology
- All capitalization, all industry, “go anywhere” capability
- Separate account structure
- SEC Registered Investment Adviser (RIA)
- Compensated by preserving and growing capital, not performance fees
- Employee capital invested in RBO holdings
Disclosure
Past performance is not indicative of future results, which may vary. The value of investments and the income derived from investments can go down as well as up. It shall not be assumed that recommendations made in the future will be profitable or will equal the performance of any securities mentioned here. While RBO & Co., LLC (RBO) seeks to design a portfolio which reflects appropriate risk and return features, portfolio characteristics may deviate from those of the benchmark.
The material provided herein is for informational purposes only. Before engaging RBO, prospective clients are strongly urged to perform additional due diligence, to ask additional questions of RBO as they deem appropriate and to discuss any prospective investment with their legal and tax advisers.
