Rubalcava Capital Management manages investment accounts for individuals and families with the goal of long term growth and the protection of principal. We have a minimum account size of $50,000. Fidelity Investments provides custody service for our clients’ accounts.

Investment Philosophy
We are value investors – we believe investing in the stock market should be little different from buying a business in a private transaction. Like a rational business buyer, we assess business quality, competition, management, and durability, looking to purchase only the strongest companies we can. We want our companies to have a sustainable competitive advantage to protect them against competition, industry downturns, and other forces that drag down lesser businesses.

We select our investments on a bottoms up, one by one basis. To determine which stocks to research, we use a number of proven quantitative screens, as well as public information sources and our extensive industry contacts in the investment management business.

We typically hold anywhere from 10 to 25 stocks in our portfolios. We believe in diversification, but we do not believe in excessive diversification. A dozen or two stocks, in different industries, provides all the practical diversification an investor needs. We believe in concentrating on our best ideas and we find it silly to invest in our 46th best idea, so we concentrate on our top few.