Portfolios

Designed to outlast the market cycles.

Our portfolios are designed to serve the long-term goals of our clients. Every company in our portfolios is there because it withstands our diligent and continual review for the fundamentals of endurance.

Small Cap Growth

The Small Cap Growth Portfolio was established in 1988. It’s a diversified growth stock portfolio invested in 45-60 companies of small market capitalization sizes. Due to our long-term investment approach, turnover is low – averaging less than 20% annually.

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Mid Cap Growth

The Mid Cap Growth Portfolio was established in 2014. It’s a diversified growth stock portfolio invested in 40-55 companies of mid market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low.

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Large Cap Growth

The Large Cap Growth Portfolio was established in 1997. It is a diversified growth stock portfolio invested in 30-45 companies of large market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

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Eco Leaders

Economically Advantaged, Environmentally Sound™

Since its inception in 2000, the Eco Leaders® portfolio has focused on investing in 45-60 fundamentally sound, growth companies that benefit from having a direct or indirect positive impact on the environment.

We believe that investors need not compromise returns while investing in environmentally friendly companies. To the contrary, we believe companies that most efficiently use their resources, both financial and environmental, will produce superior profits over time. All companies in the Eco Leaders® portfolio must meet our core investment criteria.

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Smid Cap Growth

The Smid Cap Growth Portfolio was established in 2006. It is a diversified growth stock portfolio invested in 40-55 companies of small to mid market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

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All Cap Growth

The All Cap Growth Portfolio was established in 1987; it’s our flagship portfolio. This is a diversified growth stock portfolio invested in 45-60 companies of all market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

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Growth and Income

The Growth and Income Portfolio was established in 2002. This is a diversified growth stock portfolio invested in 30-45 companies of all market capitalization sizes that are growing their dividends. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

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Concentrated Growth

The Riverbridge Concentrated Growth portfolio was established in 2002. It’s comprised of no more than 15 companies – across all market capitalization sizes – with compelling risk/reward characteristics for long-term investors seeking capital appreciation and long-term capital gains.

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Small Cap Growth

The Small Cap Growth Portfolio was established in 1988. It’s a diversified growth stock portfolio invested in 45-60 companies of small market capitalization sizes. Due to our long-term investment approach, turnover is low – averaging less than 20% annually.

Download Factsheet

Smid Cap Growth

The Smid Cap Growth Portfolio was established in 2006. It is a diversified growth stock portfolio invested in 40-55 companies of small to mid market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

Download Factsheet

Mid Cap Growth

The Mid Cap Growth Portfolio was established in 2014. It’s a diversified growth stock portfolio invested in 40-55 companies of mid market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low.

Download Factsheet

All Cap Growth

The All Cap Growth Portfolio was established in 1987; it’s our flagship portfolio. This is a diversified growth stock portfolio invested in 45-60 companies of all market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

Download Factsheet

Large Cap Growth

The Large Cap Growth Portfolio was established in 1997. It is a diversified growth stock portfolio invested in 30-45 companies of large market capitalization sizes. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

Download Factsheet

Growth and Income

The Growth and Income Portfolio was established in 2002. This is a diversified growth stock portfolio invested in 30-45 companies of all market capitalization sizes that are growing their dividends. Due to our long-term investment approach, turnover for the portfolio is low – averaging less than 20% annually.

Download Factsheet

Eco Leaders

Economically Advantaged, Environmentally Sound™

Since its inception in 2000, the Eco Leaders® portfolio has focused on investing in 45-60 fundamentally sound, growth companies that benefit from having a direct or indirect positive impact on the environment.

We believe that investors need not compromise returns while investing in environmentally friendly companies. To the contrary, we believe companies that most efficiently use their resources, both financial and environmental, will produce superior profits over time. All companies in the Eco Leaders® portfolio must meet our core investment criteria.

Download Factsheet

Concentrated Growth

The Riverbridge Concentrated Growth portfolio was established in 2002. It’s comprised of no more than 15 companies – across all market capitalization sizes – with compelling risk/reward characteristics for long-term investors seeking capital appreciation and long-term capital gains.

Download Factsheet

See the enduring advantage of our portfolios.