Why ROSE OAK

Successful investing is about blending the art of investment research with the science of financial management.

It's about combining corporate finance with behavioural finance.

It’s about identifying and understanding qualitative and quantitative factors that drive a company's value and importantly drive the financial security prices.

It’s about combining forecasts with facts; the empirical versus the sensational, expectations not just probabilities.

Successful investing is about weighing those expectations with evidence. The passionate views of the future against the harsh reality of the present, and being fully aware of the rhyming of the past (cycles).

Time and patience are critical for successful investing.

This requires strength and discipline to sometimes, often, stand outside the crowd.

Simple passion combined with dispassionate analysis is invaluable when employed well.

We at ROSE OAK are simply passionate about investing;
we live it, we breathe it, and it’s all we do.

 The simplicity and passion of a ROSE...

...united with the strength and patience of OAK

Our competitive edge to helping you generate return on invested capital (roic).