Rosenberg Capital

Rosenberg Capital seeks to generate superior long-term, risk-adjusted returns relative to global equity benchmarks over a full market cycle.

The fund aims to achieve this through a concentrated portfolio of high-conviction investments in structurally advantaged companies with the potential for sustained earnings growth and durable competitive positioning.

Our objective is not short-term outperformance, but disciplined capital compounding while minimising the risk of permanent capital loss.

Rosenberg Capital is a founder-led investment firm focused exclusively on U.S. public markets, the most liquid and opportunity-rich capital market in the world.

We run a concentrated, high-conviction portfolio. Capital is allocated to a limited number of businesses where we have strong fundamental conviction, rather than diversified for comfort. We believe true alpha is generated through depth of research, disciplined position sizing, and patience.

Our investment horizon is multi-year. We seek to partner with structurally advantaged companies and allow compounding to work over time, rather than reacting to short-term noise.

Alignment matters. The founders invest alongside clients, ensuring incentives are fully aligned toward long-term capital appreciation and prudent risk management.

Rosenberg Capital pursues high-conviction investments in structurally advantaged businesses operating within large and expanding markets.

We focus on companies with durable competitive advantages, strong capital allocation discipline, and the ability to compound earnings over multi-year periods. Our forward-looking approach emphasizes long-term value creation rather than short-term market fluctuations.

We believe concentration, when supported by rigorous fundamental research and disciplined risk management, is a source of alpha rather than a source of risk. Capital is allocated selectively to opportunities where the asymmetry between downside risk and long-term upside is compelling.

Risk management is embedded at the position level through continuous reassessment of thesis durability, valuation discipline, and portfolio construction.

The portfolio is intentionally concentrated, typically comprising 8 to 12 high-conviction positions. We believe meaningful outperformance requires focus rather than broad diversification.

Position sizing is driven by conviction, downside assessment, and risk-reward asymmetry, not by index weights or market averages. Core holdings represent our highest-confidence ideas, while smaller allocations reflect emerging or higher-uncertainty opportunities.

Risk is managed at the portfolio level through disciplined exposure control, ongoing thesis validation, and continuous reassessment of valuation. We seek to avoid permanent capital impairment by emphasizing balance sheet strength, competitive durability, and appropriate entry price.

The result is a concentrated yet risk-aware portfolio designed to maximise long-term compounding while maintaining structural resilience.