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 Q1 2024March, 2024RVE YE 2023 LetterDecember, 2023RVE Q3 2023September, 2023RVE Q2 2023June, 2023RVE Q1 2023March, 2023RVE Q4 2022December, 2022RVE Q3 2022September, 2022RVE Q2 2022June, 2022RVE Q1 2022March, 2022RVE Q4 2021December, 2021RVE Q3 2021September, 2021RVE Q2 2021June, 2021RVE Q1 2021March, 2021RVE Q4 2020December, 2020RVE Q3 2020September, 2020RVE Q2 2020June, 2020RVE Q1 2020March, 2020Robotti Response to Coronavirus IIMarch, 2020Robotti Response to CoronavirusMarch, 2020RVE Q4 2019December, 2019RVE Q3 September 2019September, 2019RVE Q2 June 2019June, 2019RVE Q1 March 2019March, 2019RVE Q4 2018December, 2018RVE Q3 2018September, 2018RVE Q2 2018June, 2018RVE Q1 2018March, 2018RVE Q4 2017December, 2017RVE Q3 2017September, 2017RVE Q2 2017June, 2017RVE Q1 2017March, 2017RVE Q4 2016December, 2016RVE Q3 2016October, 2016RVE Q2 2016July, 2016RVE Q1 2016April, 2016RVE Q4 2015January, 2016RVE Q3 2015October, 2015RVE Q2 2015July, 2015RVE Q1 2015April, 2015RVE Q4 2014January, 2015RVE Q3 2014September, 2014RVE Q2 2014July, 2014RVE Q1 2014April, 2014