Roxbury Capital Management, LLC has been managing my investments for over five years now. I have been consistently satisfied with the returns and the professional advice they provide. Their team is dedicated and knowledgeable, always keeping my best interests in mind. I would definitely recommend their services.
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Questions about Roxbury Capital Management, LLC
What is Roxbury Capital Management, LLC?
Roxbury Capital Management, LLC is an investment management firm that seeks to generate risk-adjusted returns exceeding passive index returns by investing exclusively in wide-moat businesses that compound free cash flow and trade at a discount to fair value. The firm operates with headquarters in Los Angeles, California, and operations in Minnetonka, Minnesota, serving institutions, foundations, pensions, endowments, trusts, and high net worth individuals. Their mission involves creating value through a conviction to be different in how they think, behave, and invest.
Who are the key investment professionals at the firm?
The firm's investment professionals include Silas A. Myers, CFA, CEO and Partner; Brian L. Massey, CFA, President and Partner; Joshua J. Honeycutt, CFA, Partner; and Jeffrey B. Prestine, Partner and Portfolio Manager/Analyst. Joshua J. Honeycutt brings 23 years of experience, while Jeffrey B. Prestine has 24 years of experience, including time at Seneca Capital Management and Prudential Securities before joining the team.
What educational backgrounds do the investment team members have?
Jeffrey B. Prestine earned his undergraduate degree at the University of Colorado at Boulder and holds an M.B.A. from the University of Southern California. Joshua J. Honeycutt holds a B.S. from Purdue University. The team's educational background reflects a focus on rigorous financial analysis and investment strategy.
How does the firm's investment process work?
The firm's investment process relies on a consistent and repeatable process-oriented framework that identifies durable competitive advantages within wide-moat businesses. They prioritize capital preservation equally with appreciation and believe stock prices follow intrinsic value over the long term. This approach aims to uncover variant perceptions to achieve differentiated outcomes for investors.
Where are the firm's main offices located?
The firm's headquarters are located at 11150 Santa Monica Boulevard, Suite 320 in Los Angeles, CA 90025, and they also have operations at 6001 Shady Oak Road, Suite 200 in Minnetonka, MN 55343. These locations serve as the primary bases for their investment management advisory services and sales and marketing inquiries.
How can clients contact the firm for services?
Clients can reach the firm for investment management advisory services at (800) 993-1070 or via email at [email protected] for general questions. Sales and marketing inquiries are directed to [email protected]. The firm also provides a contact form on their website for new account openings.
What do reviewers praise about the firm?
The firm's team is consistently praised by reviewers for their dedication, knowledge, and commitment to keeping clients' best interests in mind. Reviewers highlight the professional advice provided and the team's ability to deliver good returns through their investment strategies. Many clients express satisfaction with the team's readiness to assist and provide expert guidance.
What specific benefits do clients report from using the firm's services?
The firm's investment strategies have been noted for consistently delivering good returns and helping clients achieve their financial goals. Reviewers appreciate the team's availability to answer questions and keep clients informed about market trends. The firm's reputation in the market is described as great by multiple clients.
What guiding principle does the firm cite for its investment strategy?
The firm's investment philosophy is attributed to Sir John Templeton, who stated, 'If you want to have better performance than the crowd, you must do things differently from the crowd.' This quote underscores the firm's commitment to a variant perspective in their investment approach.
What prior experience does Jeffrey B. Prestine bring to the firm?
The firm's team includes Jeffrey B. Prestine, who previously served as an analyst covering technology and energy stocks at Roxbury Capital Management before joining Mar Vista Investment Partners in January 2009. His experience at Seneca Capital Management and Prudential Securities adds depth to the firm's investment team.
What prior experience does Joshua J. Honeycutt bring to the firm?
The firm's investment team includes Joshua J. Honeycutt, who has 23 years of experience and serves as a Partner Portfolio Manager/Analyst. His background includes time at Harvey & Company and Tucker Alan, contributing to the firm's robust investment framework.
What role does Silas A. Myers play in the firm?
The firm's investment team includes Silas A. Myers, CFA, who serves as CEO, Partner, and Portfolio Manager/Analyst. His leadership role ensures the firm's commitment to generating risk-adjusted returns that exceed the opportunity cost of passive index investing.
What is the official website of Roxbury Capital Management, LLC?
The official website of Roxbury Capital Management, LLC is roxcap.com.
How is Roxbury Capital Management, LLC rated on Trustburn?
On Trustburn, Roxbury Capital Management, LLC has a rating of 4.1 out of 5 based on 8 reviews.
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8 Reviews
I recently started investing with a company that manages my funds effectively and efficiently. They have a great reputation in the market and their strategies have provided me with good returns. I am really happy with the services they offer. The team is highly professional and always ready to help.
I have been a customer of Roxbury Capital Management, LLC for several years now and I am extremely satisfied with their services. Their team is highly professional and their investment strategies have provided me with excellent returns. I can't recommend them enough to others seeking solid investment management.
I've been investing my money with a company for some time now, and I must say that I am impressed with their services. They have a great track record of delivering good returns and their team is always available to provide expert guidance. I would definitely recommend them to others.
I am so happy with the services provided by Roxbury Capital Management, LLC. They have always gone above and beyond to help me achieve my financial goals. Their investment strategies are excellent and their team is highly knowledgeable. I would highly recommend their services to anyone.
👌 Roxbury Capital Management, LLC has been managing my investments for a while now and I am very satisfied with their services. The team is always there to assist me and their investment strategies have delivered good returns. I highly recommend them to anyone seeking reliable investment management. 👌
I am a loyal customer of Roxbury Capital Management, LLC and I must say that they provide an excellent service. Their investment strategies have consistently delivered great returns for me. The team is knowledgeable and professional, always keeping me informed about the latest market trends. I highly recommend their services.
👍 I love Roxbury Capital Management, LLC! They have helped me achieve my financial goals with their excellent investment strategies. The team is always there to assist me and answer any questions I have. I highly recommend them to anyone looking for a reliable investment management company. 👍
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About Roxbury Capital Management, LLC
- Website
- roxcap.com
- Address
- 6001 Shady Oak Rd S
