Investment Process

The global economy is dynamic and ever-changing, creating opportunities for new business models to disrupt the status quo, gain market share and realize sustained growth in sales and earnings. 

Research Rigor

Our research team’s mandate is to identify long term growth opportunities through rigorous analysis of industry trends and company-specific positioning across all sectors of the economy including financial, consumer, health care, technology, industrials and materials.

Our assessment of a company’s long-term potential is informed by deep sector-specific knowledge which gives us the tools to recognize superior business models and management teams.  At the same time, our analytical discipline is grounded in the belief that winning investments are generally those capable of sustaining long-term economic returns in excess of their cost of capital.

Deep Portfolio Management Experience

Research rigor represents one part of the  investment process, which is complemented by long-lived portfolio management experience. Roanoke’s Principals have managed the Firm’s equity strategies for decades, through bull and bear markets. We apply a disciplined approach to portfolio construction governed by time-tested concentration and valuation parameters.

Long-Term, Investment Orientation

We marry our research orientation with a deep understanding of how markets operate and a recognition that value is created over the long-haul. We take advantage of the market’s short-term thinking to drive optimal results for our clients and employ portfolio construction rules including diversification and valuation guidelines to appropriately balance risk and return. 

Client First

We combine research excellence and deep portfolio management experience with a client-first orientation that allows for flexible portfolio construction reflecting the unique personal circumstances of each relationship. Our long-term investment style naturally leads to comparatively low portfolio turnover, particularly important for our taxable accounts.

Moreover, in an investment landscape characterized by consolidation and increased penetration of passive management strategies, Roanoke is proudly independent and totally client-focused. We customize portfolios to meet client objectives both by appropriately balancing risk and return and through tax efficiency, where applicable. We are also 100% employee-owned, creating perfect alignment of client and portfolio management objectives and are committed to offering best-in class customer service and unparalleled access to the senior team. Our clients include family offices, foundations, endowments, high net worth individuals and retirement funds.

At Roanoke, we are committed to responsible stewardship of your assets, preserving and growing wealth for generations to come.