Rosenberg Capital pursues high-conviction, concentrated growth opportunities in transformational companies. We focus on understanding long-term catalysts, identifying structural growth trends, and aligning portfolio positions with the most promising asymmetric opportunities. Our goal is to generate outsized returns by investing alongside conviction rather than following consensus.

Rosenberg Capital leverages AI-driven tools to enhance research, market monitoring, and idea generation. As AI technology continues to advance, we constantly adapt our processes and integrate new capabilities to ensure we maintain a competitive edge and a modern, forward-looking investment approach.

Each investment undergoes rigorous fundamental analysis, supported by quantitative frameworks and AI-enhanced research tools. Positions are sized according to conviction, valuation, and downside assessment rather than benchmark weights, with capital concentrated in our highest-confidence opportunities.

We maintain active oversight of company fundamentals, competitive dynamics, and macro developments to ensure each position remains aligned with its long-term thesis and risk parameters.

The fund maintains a concentrated portfolio of 8–12 high-conviction positions, focused on structurally advantaged growth leaders.

Position sizing reflects conviction, valuation, and downside assessment. While short-term volatility is expected, portfolio construction prioritizes disciplined risk management and long-term capital compounding over index-relative positioning.

We combine deep fundamental analysis with AI-enhanced data analytics, market flow monitoring, and structured social sentiment analysis to develop differentiated insights.

This multi-layered research framework allows us to assess competitive positioning, capital flows, and shifts in market expectations, helping identify opportunities where long-term fundamentals may diverge from prevailing sentiment.