About Us

    April 15, 2020
    Read Our Latest Quarterly Commentary Reacting to COVID-19

    We hope you and your family are healthy! Please find attached our most recent quarterly letter in which we discuss how crises are often catalysts and the potential impact on our investments. We also speak about support of increased efficiencies in the homebuilding sector and why we believe current dynamics will lead to a fundamental reset for U.S. onshore oil shale boom.

    Full letter below. Please let us know if you have questions: rubinstein@robotti.com or ir@robotti.com.

    RVE Q1 2020 Letter

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