“There’s only one reason a share goes to a bargain price: Because other people are selling. There is no other reason. To get a bargain price, you’ve got to look for where the public is most frightened and pessimistic.”
— John Templeton
The Rothorn Partners investment philosophy is based on the observation that human nature leads to exaggerations in valuations. The firm takes advantage of market volatility with its bottom up research driven process. Rothorn believes in a contrarian approach in markets, which are driven by greed and fear. It has a preference for companies with strong balance sheets, high cash flow and a potential for growth at a low valuation. The usual investment horizon is medium to long term to benefit from compounding returns on the company level and a rerating of its shares in the market.
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