Investment Management Company

Our focused non-institutional status
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:

CAPITAL
PRESERVATION

We protect the value of our clients investments with long-term capital growth in mind and discouraging short-term investors from joining us.

DIVERSIFICATION

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.

DISTRIBUTION
OF INCOME

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.

APPRECIATION
OF ASSETS

We invest for the long-term in order to strive to maximize returns and minimize business, financial, regulatory, and market risks.

TARGETED INVESTMENTS

LIFESTYLE
COMMUNITIES

Specifically, communities targeting the senior/active-adult market and growing college towns in the south and southwest.

STUDENT
HOUSING

Apartment housing for undergrad/graduate students in college towns specifically experiencing a high growth in enrollment with limited land availability for more housing.

LAND MITIGATION
BANKS

In partnership with the U.S. Corps of Engineers, our land mitigation banks will provide the needed restoration and preservation for particular wetlands.

HEALTH &
FITNESS

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.

Accolade

DAVID BLACKBURN TOP CEO

AWARD

2018
Mississippi Business Journal

Accolade

DAVID BLACKBURN TOP 50

UNDER 40

2018
Mississippi Business Journal

Accolade

VOTED BEST PLACES TO WORK

IN MISSISSIPPI

2016 • 2017 • 2018
Mississippi Business Journal

Accolade

VOTED BEST PLACES TO WORK

IN AUSTIN

2017
Austin Business Journal

Accolade

VOTED FASTEST GROWING PRIVATE BUSINESS IN U.S.

TOP 500

2012 • 2013 • 2014 • 2015 • 2016
INC.

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