Investment Strategy

Idea Generation

Roubaix believes the most important drivers of equity value over time are the strength or weakness of a company's business model, the state of its financial structure, and the quality of the fiduciaries involved.

In particular, we seek to be long companies that exhibit pricing power, initiate their own demand, or establish a healthier ecosystem, while shorting those that face increasing pressure from new competition or secular/cyclical headwinds.