Riverbridge Concentrated Growth

Portfolio Facts

(as of 03/31/2024)

Number of Holdings


Wgt. Avg. Market Cap

$668.6 billion

5-Year Annual Average Turnover


Active Share


Investment Vehicles

Separate Account


(as of 03/31/2024)

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.


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 03/31/2024)

No Data Found

No Data Found

Our Investment Team

Ross Johnson

Ross Johnson, CFA

Chief Investment Officer
David Choe

David Choe, CFA

Portfolio Manager, Equity Investments
Julian Dehn

Julian Dehn, CFA

Portfolio Manager, Equity Investments
Adam McGrane

Adam McGrane, CFA

Portfolio Manager, Equity Investments
Emily Soltvedt

Emily Soltvedt

Portfolio Manager, Equity Investments

Weighted Average Market Cap

A determination of a company’s value, calculated by multiplying the total number of company stock shares outstanding by the price per share. For a portfolio, the value represents a weighted average based on the stocks held.


A measure of the percentage of stock holdings in the portfolio that differs from the benchmark index, calculated by taking the sum of the absolute difference between all the holdings and weights in the portfolio and those of the benchmark holdings and weights and dividing the result by two.

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