Public Investments for  Growth

• Strong public companies
• Great growth potential
• Diversified across small, medium and large-cap equities

Investing in strong public companies provides great growth potential especially when the focus is on stocks trading at lower than normal valuations. Contributions to ROI Fund are locked in for eight years, encouraging investors to adopt a long-term investment horizon in which a rebound after market downturns is more likely to occur.

Private Placements for Stability

• Loans to later-stage companies
• Scheduled payments of principal and interest – providing liquidy & predetermined
  exit strategy
• Less correlated to public markets

Private placements offer more control and security within a portfolio because they are less correlated to public markets. Loans are paid back on a strict repayment schedule including payments of both principal and interest – providing liquidity to the Fund and a predetermined exit strategy for the loan investment. The investment strategy is completely transparent – loans and payment schedules.

Extensive Due Diligence for Quality Loans
ROI Fund lends to later-stage companies in established industries and avoids companies/industries that are speculative.  Preservation of capital is the determining factor when ROI makes a loan.  ROI’s Investment Team conducts rigorous and systematic due diligence procedures on all potential lending opportunities and investigates each company’s ability to repay principal and interest.  ROI Capital has extremely high standards for selecting companies for investments.  Our process includes extensive due diligence, monthly monitoring and a conservative loan structure.

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