ROKAFINANCE

RokaFinance is a private, boutique investment company. We use the public capital markets as a platform to transact in a "real-world" business manner filtering out non rational noise allowing us to achieve long term outperformance. In public companies we operate as a well informed silent partner. In the private space we take an active and sometimes the leading role.


THE Portfolio


Business at our core are capable of growing their large, strong free cash flow generation capabilities over the long term, allowing them to maintain and grow world class research and development activities while reinvesting substantial amounts of capital back into their businesses. This creates a positive feedback loop allowing them to continue to be best in class companies.

Our realestate portfolio primarily consists of a private residential realestate company we co-founded over a decade ago. Strong and consistent execution has allowed us to become one of the leading real-estate developers in our chosen market. Today we are a go to name for land owners looking to co-develop their land, investors, individuals and families looking to purchase residential real-estate.


Increased understanding of fundamental human biology, artificial intelligence , exponential rise in computational power and the exponential drop in the cost of sequencing are driving transformative innovation in healthcare. Companies in this part of our portfolio are revenue generating, necessarily have high gross margins, solid growth and the balance sheet to support its growth.


Powered by new technologies, digitalization, increased connectivity ,artificial intelligence and a strong flow of capital - the ecosystem for serial innovation is remarkable across the economy. We invest once the technology platform has reached an inflection milestone that appropriately mitigates idiosyncratic risk.



Financial agreements


Additional income for our long term portfolio holdings and tranch style investment on non core positions motivates us to engage on clearly defined financial agreements in the public markets.