RGM Capital
RGM Capital LLC, established in 2003, is a Naples, FL-based investment firm that adopts a value-oriented approach to secular growth companies, focusing primarily on publicly traded equities. The firm manages a concentrated portfolio of approximately 20 high-quality businesses known for their solid balance sheets, recurring revenue, and resilient cash flows.
With an investment holding period of at least three to five years, RGM Capital employs a private equity-like and active mindset, ensuring a thorough commitment to the growth and development of its selected investments. This strategy reflects their dedication to high-conviction, long-term active value investing.
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