Riverbridge Concentrated Growth

Performance

(as of 09/30/2019)

 QTDYTD1 Year3 Year5 Year10 YearInceptionFactsheet
Riverbridge Concentrated Growth (Gross)
Riverbridge Concentrated Growth
1.77%26.52%13.06%21.86%18.32%16.09%13.30%
Riverbridge Concentrated Growth (Net)1.64%24.88%11.44%18.54%16.14%14.11%11.26%
Russell 3000® Growth1.10%22.75%2.70%16.36%13.07%14.74%8.92%
S&P 500®1.70%20.55%4.25%13.39%10.84%13.24%8.14%
Periods greater than one year are annualized. Inception Date: 05/01/2002. The above information is supplemental to the GIPS® compliant presentation. Please refer to the GIPS Compliant Presentation and Riverbridge Disclosures.

Overview

The Riverbridge Concentrated Growth portfolio was established in 2002. It’s comprised of no more than 15 companies – across all market capitalization sizes – for long-term investors seeking capital appreciation and long-term capital gains. The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

Investment Philosophy

Riverbridge believes earnings power determines the value of a business, therefore we invest in high quality growth companies that possess the ability to build their earnings power at above-average rates for long periods of time. We define earnings power as companies achieving high returns on invested capital while possessing an enduring strategic advantage in their marketplace. We build portfolios by identifying and buying well-managed companies we believe can maintain consistent unit growth and strong free cash flow, allowing them to finance their growth using internally generated sources of capital.

Sector Weightings

(as of 09/30/2019)

Portfolio Facts

(as of 09/30/2019)

Inception Year2002
Number of Holdings11
Wgt. Avg. Market Cap$113.4 billion
5-Year Turnover21.0%
Investment VehiclesSeparate Account

Downloads

Fact Sheet

Questions?

Contact us

Our Investment Team

Our investment team is in this to steward your growth.

David Choe

CFA, Investments

Julian Dehn

CFA, Investments

Dana Feick

CFA, Investments

Ross Johnson

CFA, Management, Investments

Adam McGrane

CFA, Investments

Rick Moulton

CFA, Principal, Investments

Emily Soltvedt

Investments

Mark Thompson

Principal, Management, Investments
Meet our Investment Team