Robertson Opportunity Capital, LLC

Robertson Opportunity Capital, LLC, established in 1995, is an SEC-registered investment adviser specializing in a fundamental, research-driven approach to investing. The firm manages $313,228,065 in client assets on a discretionary basis as of December 31, 2024. Robertson Opportunity Capital Partners, L.P. is the general partner of two hedge funds, employing a concentrated, all-cap, value-based long/short strategy. The firm focuses on neglected or misunderstood investment opportunities, seeking industry leaders with sustainable competitive advantages and undervalued assets. Clients must meet a minimum initial subscription of $1,000,000 for investment. Fees include a quarterly management fee of approximately 0.25% and a performance-based profit allocation of 20% for eligible limited partners. The firm engages in short selling, options trading, and investing in high-yield and distressed debt securities. Clients receive quarterly reports and annual audited financial statements. Robertson Opportunity Capital acts with discretionary authority over client accounts, adhering to the investment strategy outlined in the funds' offering documents. The firm maintains a Code of Ethics, reviews client accounts weekly, and has no disciplinary events to report. Clients benefit from the firm's proxy voting policy and access to detailed financial information upon request.