Investment Strategy

Round Oak Capital pursues a balanced strategy in order to maximize capital appreciation while simultaneously minimizing losses.

 

 

Capital appreciation is achieved by independent research to identify major demographic or technology shifts, fiscal and monetary trends, and company-specific changes. Capital preservation is accomplished by diversification, leverage avoidance, and maintenance of a long-term perspective.

 

 

© 2016 Round Oak Capital LLC | 1900 Arlington Blvd, Virginia National Bank Building | Charlottesville, VA 22903 | (434) 295-2000 | www.roundoakcap.com