Riverbridge Large Cap Growth

Performance

(as of 06/30/2021)

As of 6/30/2021 QTDYTD1 Year3 Year5 Year10 YearInceptionFact SheetCommentary
Riverbridge Large Cap GrowthGross11.62%10.57%33.71%23.66%19.79%15.94%9.66%
Net11.50%10.32%33.10%23.08%19.14%15.27%8.42%
Russell 1000® Growth11.93%12.99%42.50%25.14%23.66%17.87%9.22%
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 06/30/2021)

Portfolio Facts

(as of 06/30/2021)

Inception Year1997
Number of Holdings31
Wgt. Avg. Market Cap$468.8 billion
5-Year Turnover11.40%
Investment VehiclesSeparate Account
Top 10 Holdings

(as of 06/30/2021)

Microsoft Corporation8.00%
Amazon.com, Inc.5.59%
NVIDIA Corporation5.29%
Starbucks Corporation4.48%
salesforce.com, inc.4.41%
Veeva Systems Inc Class A4.04%
Analog Devices, Inc.3.68%
UnitedHealth Group Incorporated3.66%
Verisk Analytics Inc3.57%
CoStar Group, Inc.3.43%
TOTAL46.15%

Questions?

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Our Investment Team

Our investment team is in this to steward your growth.

David Choe

David Choe

CFA, Investments
Julian Dehn

Julian Dehn

CFA, Investments
Ross Johnson

Ross Johnson

CFA, Management, Investments
Adam McGrane

Adam McGrane

CFA, Investments
Rick Moulton

Rick Moulton

CFA, Principal, Investments
Emily Soltvedt

Emily Soltvedt

Management, Investments
Mark Thompson

Mark Thompson

Principal, Management, Investments
Meet our Team