Separately Managed Accounts
The Robotti Value Equity Composite is a strategy of separately managed accounts with concentrated holdings in undervalued, out-of-favor equities with a focus on small and mid-cap companies. We are long-term investors, and turnover in the portfolio is typically low.
Historical Commentary Letters
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RVE Q2 2024June, 2024
RVE Q1 2024March, 2024 RVE YE 2023 LetterDecember, 2023 RVE Q3 2023September, 2023 RVE Q2 2023June, 2023 RVE Q1 2023March, 2023 RVE Q4 2022December, 2022 RVE Q3 2022September, 2022 RVE Q2 2022June, 2022 RVE Q1 2022March, 2022 RVE Q4 2021December, 2021 RVE Q3 2021September, 2021 RVE Q2 2021June, 2021 RVE Q1 2021March, 2021 RVE Q4 2020December, 2020 RVE Q3 2020September, 2020 RVE Q2 2020June, 2020 RVE Q1 2020March, 2020 Robotti Response to Coronavirus IIMarch, 2020 Robotti Response to CoronavirusMarch, 2020 RVE Q4 2019December, 2019 RVE Q3 September 2019September, 2019 RVE Q2 June 2019June, 2019 RVE Q1 March 2019March, 2019 RVE Q4 2018December, 2018 RVE Q3 2018September, 2018 RVE Q2 2018June, 2018 RVE Q1 2018March, 2018 RVE Q4 2017December, 2017 RVE Q3 2017September, 2017 RVE Q2 2017June, 2017 RVE Q1 2017March, 2017 RVE Q4 2016December, 2016 RVE Q3 2016October, 2016 RVE Q2 2016July, 2016 RVE Q1 2016April, 2016 RVE Q4 2015January, 2016 RVE Q3 2015October, 2015 RVE Q2 2015July, 2015 RVE Q1 2015April, 2015 RVE Q4 2014January, 2015 RVE Q3 2014September, 2014 RVE Q2 2014July, 2014 RVE Q1 2014April, 2014