Roge, who helps manage the Roge Partners Fund(ROGEX_), researches mutual funds, limited partnerships and companies based on several characteristics, such as improving profitability, competent management and consumers’ loyalty to brand-name products.
Bohemia, N.Y.-based R.W. Roge & Co. has about $200 million in assets under management. The Roge Partners Fund, which invests in value and growth stocks and alternative assets, is small, with about $12.5 million in assets. The fund has risen 8.4% this year, beating 72% of world-stock funds followed by Morningstar. By comparison, the benchmark S&P 500 is up 6.1%.