Fort Myers, Florida
Concentrated, active equity management for investors who think long-term.
The Firm
Roscoe Capital Management holds a concentrated portfolio of publicly traded companies. We are drawn to businesses that are owner-operated, carry little to no debt, and hold a leading position within their industry. We buy at prices we believe reflect the long-term value of the business and hold for as long as the thesis remains sound.
We operate with the discipline and conviction of an institutional fund, without the structures that work against the individual investor. Every client holds their own separately managed account with full transparency and the ability to access their capital subject to standard settlement terms.
Our fee is straightforward: 1% of assets under management, annually. Nothing else.
Philosophy
We are drawn to businesses led by people who think like owners — founders, families, or stewards with meaningful personal stakes in what they manage. How a business is led shapes every decision it makes, especially the ones made under pressure.
We look for companies that carry little to no debt. Financial independence is what allows a business to act well when others cannot. The strongest companies do not need to borrow to survive a difficult year.
We focus on businesses that hold the leading position in their market. That leadership tends to compound: the best firms attract the best people, set their own terms, and build advantages that are genuinely difficult to replicate.
We are drawn to businesses whose source of advantage is clear — not because we distrust complexity, but because the most enduring businesses tend to be the ones whose quality reveals itself to a careful observer. We look for returns that are structural in nature, earned consistently across many conditions, and rooted in something that is genuinely difficult for a competitor to replicate.
We run a concentrated portfolio — typically around ten positions. This is a choice, not a constraint. We believe that owning a small number of businesses you understand deeply is more defensible than owning a large number you monitor casually. Concentration forces discipline at the point of entry and conviction in the hold. Every position must continue to meet our standards.
This is what we mean when we say: Own Exceptional.
Begin a Conversation
We work with a small number of partners who share our long-term orientation. If the ideas on this page resonate, we would be glad to speak.
info@roscoecapital.comFort Myers, Florida · Roscoe Capital Management, LLC
Form ADV Part 2 available upon request