Welcome.

Any business must answer three existential questions: What, Why and How? Below are Rockbridge Capital Management’s responses.

1. What? Rockbridge is an investment management firm.

2. Why? To provide returns that exceed those investors can achieve for themselves by investing in a low-cost, unmanaged index fund.

3. How? Via the construction of concentrated portfolios of publicly-traded equities. Three key components will drive investment decisions: a sustainably high return on invested capital, excellent shareholder-friendly management and a bargain valuation at the time of acquisition.