Rothko
Investment Strategies
Objective Value Investors
We are an institutional investment manager based in London, experts in international and emerging markets equities, and part of the Mondrian Investment Partners family. As a group we manage assets for sovereign wealth funds, pension funds, foundations, endowments, based in the US and Internationally.
Our Systematic Approach
Identify undervalued equities with income growth potential: bottom-up; driven by expansive data resources and artificial intelligence
Our Investment Philosophy
Objective, Income-oriented, Value investing leads to superior portfolio and return characteristics
Our
People
Decades of Value investment experience; decades of driving it with high-technology
Our
Origins
With a Value pedigree dating back to 1990, Rothko founded a decade ago
Our Origins
Rothko is an expert income-oriented Value investor, focused on international and emerging equities. We are specialists in artificial intelligence, which drives our investment process.
1990
2007
2013
2015
2016
2018
2020
2021
2023
Our People
Our Investment Philosophy
Value Attributes + Sustainable, Future Income Potential
Superior Portfolio
and Return Characteristics
Sustainable,
Income-Oriented Value
Stocks with value characteristics and future income potential can materially exploit the inefficiencies of Non-US equity markets.
Defensive - Defending Capital on the Downside
Strong downside protection and upside capture can lead to superior portfolio and return characteristics over time.
Rothko’s investment philosophy encapsulates over 30 years of successful income-oriented, value investment stock selection experience and research.
We believe:
A company’s business performance, financial management, competitive positioning, and behavior towards shareholders can all be ascertained from systematic and forensic examination of track records and current performance.
Rather than use teams of equities analysts, Rothko has learned to do this systematically and consistently over the breadth of the market, using fundamental-rules to identify undervalued companies with evidential fundamental strengths that can support the growth of future dividend payments in US$ terms.
Rothko’s Fundamental Rules originate from our experience as Value investors and Rothko’s artificial intelligence approach.
Our Systematic Approach
Rothko’s systematic approach aims to learn and apply deep fundamental stock investment rationales that:
- Avoid the behavioral pitfalls of human fundamental stock selectors
- Avoid the dangerous flaws of traditional factor investing
- Exploit the vast and expanding global data resources
- Lever innovative technologies to draw deeper inferences and make better stock selection
We believe that fundamentally sound yet undervalued companies can be consistently identified from the vast trove of data available to investors today using carefully applied technology.
