Investment Approach

The Robotti Difference

Investment Approach

Our bottom-up research process focuses on both fundamental analysis and primary research while maintaining a
long-term framework to identify potentially unique investment opportunities. We seek to identify companies that we
believe provide the opportunity for substantial capital appreciation while maintaining a “margin of safety.”

Our firm’s niche includes identifying the true normalized earnings power of small and
mid-capitalization companies. Although we are industry agnostic, the businesses that we tend to
be drawn to are often in cyclical industries that are experiencing challenging conditions, while
ignored or misunderstood by many on Wall Street.

  • Strong free cash
    flow generation

  • Management teams
    with an astute focus on capital allocation

  • Strong insider

  • Fallen angels and
    under-followed companies

  • Spinoffs and other
    special situations