RGM Capital
Naples, Floridargmcapital.com
Overview
RGM Capital, LLC was founded in 2003 and employs a value-oriented investment approach to secular growth companies with a focus on publicly traded equities . The Adviser provides advice to client accounts based on specific investment objectives and strategies. The Adviser does not tailor advisory services to the individual needs of clients . RGM Capital manages a concentrated portfolio of approximately 20 high-quality businesses with solid balance sheets, recurring revenue, and resilient cash flows. They take a private equity-like and active mindset during their investment holding period of at least 3-5 years .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Medallia | Feb 2019 | Series F | - |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.