Portfolios

Our portfolios are designed to outlast the market cycles.

All Cap Growth

The All Cap Growth Portfolio was established in 1987; it’s our flagship portfolio. This is a diversified growth stock portfolio invested in 45-60 companies of all market capitalization sizes.

Small Cap Growth

The Small Cap Growth Portfolio was established in 1988. It’s a diversified growth stock portfolio invested in 45-60 companies of small market capitalization sizes.

Mid Cap Growth

The Mid Cap Growth Portfolio was established in 2014. It’s a diversified growth stock portfolio invested in 40-55 companies of mid market capitalization sizes.

Growth and Income

The Growth and Income Portfolio was established in 2002. This is a diversified growth stock portfolio invested in 30-45 companies of all market capitalization sizes that are growing their dividends.

Eco Leaders

Economically Advantaged, Environmentally Sound™

Our Eco Leaders strategy invests in transformational, ethical companies positioned for long-term capital appreciation while taking into consideration Environmental, Social, and Governance factors.

Smid Cap Growth

The Smid Cap Growth Portfolio was established in 2006. It is a diversified growth stock portfolio invested in 40-55 companies of small to mid market capitalization sizes.

Large Cap Growth

The 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.

Concentrated Growth

The Riverbridge Concentrated Growth portfolio was established in 2002. It’s comprised of no more than 15 companies – across all market capitalization sizes – with compelling risk/reward characteristics for long-term investors seeking capital appreciation and long-term capital gains.

All Cap Growth

The All Cap Growth Portfolio was established in 1987; it’s our flagship portfolio. This is a diversified growth stock portfolio invested in 45-60 companies of all market capitalization sizes.

Eco Leaders

Economically Advantaged, Environmentally Sound™

Our Eco Leaders strategy invests in transformational, ethical companies positioned for long-term capital appreciation while taking into consideration Environmental, Social, and Governance factors.

Small Cap Growth

The Small Cap Growth Portfolio was established in 1988. It’s a diversified growth stock portfolio invested in 45-60 companies of small market capitalization sizes.

Smid Cap Growth

The Smid Cap Growth Portfolio was established in 2006. It is a diversified growth stock portfolio invested in 40-55 companies of small to mid market capitalization sizes.

Mid Cap Growth

The Mid Cap Growth Portfolio was established in 2014. It’s a diversified growth stock portfolio invested in 40-55 companies of mid market capitalization sizes.

Large Cap Growth

The 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.

Growth and Income

The Growth and Income Portfolio was established in 2002. This is a diversified growth stock portfolio invested in 30-45 companies of all market capitalization sizes that are growing their dividends.

Concentrated Growth

The Riverbridge Concentrated Growth portfolio was established in 2002. It’s comprised of no more than 15 companies – across all market capitalization sizes – with compelling risk/reward characteristics for long-term investors seeking capital appreciation and long-term capital gains.

See the enduring advantage of our portfolios.