Riverbridge Large Cap Growth

Performance

(as of 09/30/2019)

 QTDYTD1 Year3 Year5 Year10 YearInceptionFactsheetCommentary
Riverbridge Large Cap Growth (Gross)
Riverbridge Large Cap Growth
-0.23%20.23%6.07%13.60%12.47%13.06%8.10%
Riverbridge Large Cap Growth (Net)-0.35%19.80%5.56%12.97%11.75%12.43%6.82%
Russell 1000® Growth1.49%23.30%3.71%16.89%13.39%14.94%7.25%
Periods greater than one year are annualized. Inception Date: 12/31/1997. The above information is supplemental to the GIPS® compliant presentation. Please refer to the GIPS Compliant Presentation and Riverbridge Disclosures.

Overview

The Riverbridge 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. The portfolio is managed by the Riverbridge Investment Team utilizing our timetested 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 Year1997
Number of Holdings33
Wgt. Avg. Market Cap$256.5 billion
5-Year Turnover8.6%
Investment VehiclesSeparate Account
Top 10 Holdings

(as of 09/30/2019)

Microsoft Corporation8.41%
Ecolab, Inc.5.85%
Starbucks Corporation5.67%
Fiserv, Inc.5.28%
Verisk Analytics, Inc.5.18%
Amazon.com, Inc.4.52%
Salesforce.com, Inc.4.29%
UnitedHealth Group, Inc.4.04%
Visa, Inc.3.50%
Cisco Systems, Inc.3.06%
TOTAL49.79%

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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