Riverbridge Concentrated Growth

Performance

(as of 12/31/2022)

As of 12/31/2022 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge Concentrated GrowthGross4.52%-22.39%-22.39%4.84%10.93%13.30%12.07%
Net4.31%-23.39%-23.39%2.06%7.90%10.91%9.93%
Russell 3000® Growth2.31%-28.97%-28.97%7.32%10.45%13.75%9.11%
S&P 500®7.56%-18.11%-18.11%7.66%9.42%12.56%8.42%
Periods greater than one year are annualized. Inception Date: 05/01/2002. The above information is supplemental to the GIPS® Report. Please refer to the GIPS Report 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

Portfolio Facts

(as of 12/31/2022)

Inception Year2002
Number of Holdings11
Wgt. Avg. Market Cap$291.3 billion
5-Year Turnover12.00%
Investment VehiclesSeparate Account

Downloads

Fact Sheet

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Our Investment Team

Our investment team is in this to steward your growth.

David Choe's headshot

David Choe, CFA

Portfolio Manager, Equity Investments
Julian Dehn's headshot

Julian Dehn, CFA

Portfolio Manager, Equity Investments
Ross Johnson's headshot

Ross Johnson, CFA

Management, Chief Investment Officer, Equity Investments
Adam McGrane's headshot

Adam McGrane, CFA

Portfolio Manager, Equity Investments
Emily Soltvedt's headshot

Emily Soltvedt

Management, Portfolio Manager, Equity Investments
Meet our Team