“I’ve always believed that success in investing is the long-term result of applying consistent principles to choosing companies. These principles include using fundamental analysis to find stocks that earn high returns on invested capital and can compound their intrinsic values over time, while finding them at bargain prices.”
– Robert Nowak, CFA, founder of RTN Investments
RTN Investments, LLC (RTN) is a registered investment advisor (RIA). The founder and managing director of RTN Investments is Robert Nowak. The fund is modeled after a partnership structure that Warren Buffet managed in the 1950’s before his days at Berkshire Hathaway. The difference is that we use separate accounts for each investor. Investors pay zero management fees and performance fees are only charged after clients achieve greater than a 6% return in a year. Robert Nowak has the majority of his net worth invested in the fund alongside his investors.
RTN’s objective is to invest in stocks that can compound their intrinsic values over time by consistently achieving high rates of return on their invested capital. RTN attempts to purchase these stocks at bargain prices by looking for relatively low or fair earnings multiples.
RTN’s goal is to preserve and protect investor’s capital and to outperform the S&P 500 over the long-term after all fees. RTN looks to partner with investors who have a long-term investment horizon and believe that wealth can be compounded using time-tested value investment principles.
For more information on our investing process or how to become an investor, please contact Robert Nowak at RtnValueInvesting at gmail.com.
About Robert Nowak
In this age where most investors are content with simply indexing and following the crowd, I believe that disciplined investors that are willing to do more research can outperform significantly over the long run.
I’ve spent the past decade or so as an equity options trader. Therefore, I know that maintaining an edge in trading is key to being profitable.
If trading could be considered a series of bets, I knew that if I had a mathematical edge according to my model, then the more bets I placed, the better the chances I’d come out ahead.
I believe the same principle can be applied to investing for the long term. If one applies the principles of value investing, buying companies at a discount to their intrinsic value, then one can maintain a significant edge and come out ahead in the long run.
Financial markets are for the most part efficient, but there are times when markets can get distorted and irrational. It’s precisely these times when an astute investor can find high quality companies selling for attractive prices.
My growth as a value investor has resulted from many hours of perusing and soaking up the knowledge from Warren Buffet’s letters to shareholders of Berkshire Hathaway and the wisdom of his partner, Charlie Munger.
I’ve also followed and learned from superinvestors I admire such as Mohnish Pabrai and Seth Klarman, both of which shaped my
investment philosophy. After listening to them, it was hard to fathom how investors could make decisions in any other way. It just made sense.
Something clicked in me and from then on, I knew I’d be pursuing this path. It was as exciting as searching for buried treasure. I hope you can join me.
Robert Nowak, CFA, Founder of RTN Investments
Learn More about RTN Investments
- Micron Technology (MU)(20%)
- Show Denko KK (TYO:4004)(10%)
- Tokai Carbon Co (TYO:5301)(10%)
- Current holdings as of July 31, 2019