enables us to invest "under the radar."
Rowan Oak Funds is a private equity firm specializing in real estate development and operating businesses in the Southern United States. The Fund seeks long-term capital growth by investing in a limited number of assets, opportunities, and existing competitively entrenched companies we identify as having significant opportunity for capital appreciation through proper planning, vision, and management.
GOALS OF ROWAN OAK FUNDS:
We protect the value of our clients investments with long-term capital growth in mind and discouraging short-term investors from joining us.
Using a conservative approach, we allocate capital in our investments in a way that reduces exposure to asset loss while still concentrating assets in our best ideas.
Income distribution is based on equality and what our clients individually invest. If you invest what another client invests, you’ll equally see the return.
We invest for the long-term in order to strive to maximize returns and minimize business, financial, regulatory, and market risks.
Specifically, communities targeting the senior/active-adult market and growing college towns in the south and southwest.
Apartment housing for undergrad/graduate students in college towns specifically experiencing a high growth in enrollment with limited land availability for more housing.
In partnership with the U.S. Corps of Engineers, our land mitigation banks will provide the needed restoration and preservation for particular wetlands.
Fitness and nutrition businesses that present solutions for the growing healthcare costs of America.
Rowan Oak Funds conducts extensive research on its potential investments, determining long term value through financial analysis and established disciplines. The Fund chooses its investments based on the appraisal of the investment’s corporate intrinsic values, financial strengths, management, competitive positions, and the assessment of its future earnings potential.