Investment Strategy

Investment Philosophy

Roubaix employs a fundamental long/short equity strategy focused on small and mid cap U.S. stocks. Less diversified small businesses are inherently more affected by the drivers that create or destroy equity value over the investment cycle, enabling an optimal environment for long/short equity investing.

In particular, structural inefficiencies in smaller stocks - greater dispersion of returns, lower sell side coverage, and limited buy side crowding - enable persistently higher alpha generation on both the long and short sides of the portfolio.