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.
Protected: RVE Fact Sheet
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Historical Commentary Letters
RVE 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, 2019RVE Q2 2018June, 2018RVE Q1 2018March, 2018RVE Q4 2017December, 2017RVE Q3 2017 LetterSeptember, 2017RVE Q2 2017 LetterJune, 2017RVE Q1 2017 LetterMarch, 2017RVE YE 2016 LetterDecember, 2016RVE Q3 2016 LetterOctober, 2016RVE Q2 2016 LetterJuly, 2016RVE Q1 2016 LetterApril, 2016RVE YE 2015 LetterJanuary, 2016RVE Q3 2015 LetterOctober, 2015RVE Q2 2015 LetterJuly, 2015RVE Q1 2015 LetterApril, 2015RVE YE 2014 LetterJanuary, 2015RVE Q3 2014 LetterSeptember, 2014RVE Q2 2014 LetterJuly, 2014RVE Q1 2014 LetterApril, 2014