We are an SEC Registered Investment Adviser founded in 1999 with two products: Micro Cap Value and Small Cap Value. Years ago, Rutabaga founder Peter Schliemann was the portfolio manager for David L. Babson & Company's Babson Enterprise Fund. His unique investment approach produced results that led Morningstar to describe the fund in memorable terms.
When Peter founded our firm on this same approach, it didn't take us long to figure out what to name it. Our investments are like rutabagas: uncommon and unloved, but good for you. We have longer time horizons than most, do not fear illiquidity, invest in under-covered and out-of-favor companies, and maintain strict portfolio discipline.
When Peter founded our firm on this same approach, it didn't take us long to figure out what to name it. Our investments are like rutabagas: uncommon and unloved, but good for you. We have longer time horizons than most, do not fear illiquidity, invest in under-covered and out-of-favor companies, and maintain strict portfolio discipline.
Services
Rutabaga is a value manager that invests in turnarounds. We look for companies that have experienced a temporary deterioration of their profit margins. We seek to reduce the risk of this approach by focusing on companies that have strong market positions, durable capital structures, and sustainable competitive advantages.
Rutabaga Capital Management LLC is registered as an investment adviser with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply any level of skill or training.
Please remember that investing involves risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Rutabaga), will be profitable or equal any historical performance level(s).
Please remember that investing involves risk and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Rutabaga), will be profitable or equal any historical performance level(s).
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