Our Principles
Our principles are the foundation of how we create long-term value for the businesses we serve.
The following are the 12 Principles that define our approach to investing on behalf of small businesses:
Follow disciplined fundamentals1, asset selection, and capital allocation — the key to long-term growth and capital appreciation for businesses.
Maintain a long-term investment horizon2, focus on enduring, cyclical, and replicable opportunities rather than short-term market trends, ensuring investments support lasting business success.
Diversify investments and assets globally3 to broaden opportunities for growth and income across asset classes to strengthen portfolio stability and form the first line of risk management.
Invest selectively with purpose4, unconstrained but highly intentional in our choices, investing only where strong fundamentals and research validate long-term potential.
Combine prudence with conviction5, focus on high-conviction investments supported by research and fundamentals, balancing calculated risk with disciplined execution.
Construct balanced portfolios6, that are well-diversified portfolios across equities, fixed income, private credit, alternatives, and real assets to promote resilience and performance.
Prioritize risk-adjusted returns7, define risk as the possibility of permanent capital loss, not short-term volatility, and manage portfolios accordingly to preserve long-term value.
Be tactful and sensitive to volatility8, remain tactful and responsive to market fluctuations to avoid unnecessary losses and protect distributions from unplanned capital impairment.
Commit to research and insight9, base every investment decision on deep, fundamental research across companies, sectors, and global market trends.
Value people over process10, maintain a bionic approach to process and operations, beholden to people to leverage cutting-edge technology to asses, invest and manage assets with effectiveness and efficiency.
Align Capital with Business Growth11, invest with intention to advance the strategic and financial goals of the businesses we represent. Every investment decision is made to strengthen operational performance, fuel expansion, and create measurable value that supports long-term business success.
Maintain a Business First Mindset12, invest with the success of the business at the forefront, focusing on strategies and opportunities that directly impact operational growth, financial health, and long-term enterprise value.
Maintain a long-term investment horizon2, focus on enduring, cyclical, and replicable opportunities rather than short-term market trends, ensuring investments support lasting business success.
Diversify investments and assets globally3 to broaden opportunities for growth and income across asset classes to strengthen portfolio stability and form the first line of risk management.
Invest selectively with purpose4, unconstrained but highly intentional in our choices, investing only where strong fundamentals and research validate long-term potential.
Combine prudence with conviction5, focus on high-conviction investments supported by research and fundamentals, balancing calculated risk with disciplined execution.
Construct balanced portfolios6, that are well-diversified portfolios across equities, fixed income, private credit, alternatives, and real assets to promote resilience and performance.
Prioritize risk-adjusted returns7, define risk as the possibility of permanent capital loss, not short-term volatility, and manage portfolios accordingly to preserve long-term value.
Be tactful and sensitive to volatility8, remain tactful and responsive to market fluctuations to avoid unnecessary losses and protect distributions from unplanned capital impairment.
Commit to research and insight9, base every investment decision on deep, fundamental research across companies, sectors, and global market trends.
Value people over process10, maintain a bionic approach to process and operations, beholden to people to leverage cutting-edge technology to asses, invest and manage assets with effectiveness and efficiency.
Align Capital with Business Growth11, invest with intention to advance the strategic and financial goals of the businesses we represent. Every investment decision is made to strengthen operational performance, fuel expansion, and create measurable value that supports long-term business success.
Maintain a Business First Mindset12, invest with the success of the business at the forefront, focusing on strategies and opportunities that directly impact operational growth, financial health, and long-term enterprise value.
Closing Statement:
These twelve principles form the foundation of Bedrock’s investment philosophy, discipline, research, diversification, and a commitment to long-term business success. Every decision we make is guided by these principles to ensure we deliver stability, growth, and lasting value for the businesses we serve.
These twelve principles form the foundation of Bedrock’s investment philosophy, discipline, research, diversification, and a commitment to long-term business success. Every decision we make is guided by these principles to ensure we deliver stability, growth, and lasting value for the businesses we serve.
Bedrock Capital Management
Austin, TX
Austin, TX
