After the Hardware Boom: Long-Term Value Creation in the Generative AI Era

The modern technology stack can be visualized as an advanced jet airplane. Computer hardware is the jet engine and the fuselage; the chips, servers, and networking gear that provide the power and backbone for flight.

A Long-Term Focus on Companies Capable of Benefiting From Change

Narratives and themes regularly influence parts of the economy and financial markets. Occasionally, such themes become so dominant that, for a period, they disproportionately drive groups of stocks, both positively and negatively.

Committing to a Long-Term Strategy in the New Year

Nearly every financial publication this time of year includes forecasts for everything from stocks to bonds to GDP growth, inflation, employment, interest rates, election season, and geopolitical unrest.

How Being Generalists Leads to Stronger Portfolios

Last quarter, we wrote about Riverbridge’s investment culture and the ways that culture incentivizes behaviors we believe make our clients’ portfolios stronger over the long term.

How the Riverbridge Investment Culture Leads to Client Success

Riverbridge was founded to practice investing in a way that keeps the focus on our clients’ long-term interests.