Rolnik isn’t for everyone. It’s for Owners.
Rolnik is the investment plan focused on what truly matters in the long term. We are a fund manager that makes you an Owner of extraordinary companies.
Rolnik isn’t for everyone. It’s for Owners.
Rolnik is the investment plan focused on what truly matters in the long term. We are a fund manager that makes you an Owner of extraordinary companies.
A unique investment thesis: Culture Investing.
The list of leaders that disappeared due to their inability to adapt is long. Innovating and delivering the best service for decades requires very special people and habits. Culture Investing identifies companies that have them.
We start with attractive businesses.
Our first selection criteria is the company’s ability to generate value. We look for leading and disruptive companies with defensible businesses, poised for growth and reinvestment opportunities.
We prioritize exceptional cultures.
The impact of company culture on performance is well-documented.* We identify those cultures best at driving results, measuring indicators such as management involvement, incentive strategies, and proven capacity for reinvention.
*Some sources: Harvard, Queens School of Business & Gallup, Glassdoor, Bain & Company.
We buy at reasonable prices.
Once we have shortlisted companies with great businesses and exceptional cultures, we monitor them closely. Our goal is to purchase them at prices that enable high returns.
A different perspective on investing.
The increase in investment services is beneficial for everyone, but it brings some challenges we must face, including information overload. At Rolnik, we aim to provide clarity and transparency by combining innovation with common sense.
Anyone can become an Owner.
Our vision goes beyond everyone being able to invest. We believe that everyone can own parts of quality companies.
Investing is hard.
We can’t spare you the effort required to save and endure market volatility. However, if we acknowledge these challenges, we can make your journey more pleasant by tailoring our products and communications.
Let's make it worthwhile.
We respect the effort it takes to invest. We prioritize generating returns while making it easier for you to develop long-term investment habits.
We aspire to a culture like that of the companies in our funds.
We've been analyzing company cultures daily since 2008*. We strive to incorporate their best features into Rolnik's culture. By doing so, we aim to remain your long-term investment plan.
*The year the management team began investing.
Our values.
OWN IT.
Zero excuses, we learn from mistakes. +
We take ownership not only of the companies we invest in but also of who we are and what we do, including our mistakes and weaknesses.
OBSESS.
The only way. +
Doing something really well takes most of your time.
PAY THE PRICE.
Choosing means saying no to everything else. +
Every choice has opportunity costs that we are aware of and accept.
CARE.
When something matters to you, you take care of it. +
Culture comes from the Latin word “cultus,” meaning “to cultivate.” For something to grow and endure, every detail needs to be attended to every day.
OPT IN.
You decide. +
Everyone decides how much they want to get involved. Dedication is shown by doing more than what’s necessary.
THINK LONG.
We think in decades, not months. +
Most problems arise from prioritizing things with short-term benefits but more drawbacks in the long run.
EAT WHAT YOU COOK.
Our savings are invested in the funds. +
We’re all-in with our funds for two reasons: because we have conviction in our investment approach and because we want to be fully aligned with all Owners.
SIMPLIFY.
+
Complicating something is easy. Making it simple requires creativity and a deep understanding to eliminate the non-essential.
HUNGER.
Scoreboard always at zero. +
The moment we’re satisfied with our achievements and become complacent, we lose.
Take the small first step toward your big goals.
You’re 10 minutes away from starting to multiply.