• Riverbridge Growth Fund

Riverbridge
US, Multi-Cap Growth

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Riverbridge Growth Fund

RIVRX

Summary

The fund seeks capital appreciation in the long term by investing in companies across any size in the United States.

The investment process is driven by fundamental analysis to identify companies with superior earnings growth potential.

The investment team believes that earnings power determines the value of a business.

Then the research team relies on quantitative techniques to look for high-quality companies demonstrating consistent growth in earnings over the long term.

The team emphasizes companies that meet earnings, return on capital and growth criteria that generate a higher return on capital and superior growth More

Strategy Process Research Risk Philosophy

Price

Last Close

$34.48 ( +0.13 )

52 Week HL

$34.48 - $25.99

Net Assets

Expense Ratio

1.21 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company Name

  • Microsoft Corporation
  • CoStar Group,
  • Tyler Technologies,
  • Amazon Com
  • Globant S.A.

Holding

  • 4.97
  • 3.73
  • 3.42
  • 3.37
  • 3.34

Company Name

  • Grand Canyon
  • Paycom Software,
  • Veeva Systems
  • West Pharmaceutical
  • Five Below
  • Total

Holding

  • 3.10
  • 2.92
  • 2.87
  • 2.68
  • 2.64
  • 33.04%

Manager

Name

Mark A. Thompson

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Fact Sheet

Annual Reports

Website

Link

Performance

YTD

11.8 %

3 Year

100.06%

5 Year

160.31%

Best

39.38%
2020

Worst

2.88%
2014

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 -2.3% -10% 15% 4.5% 7.4% -1.1% 2.4% 0.4% - - -
Q2 7.2% 27.4% 5% 6.5% 6.1% 2.1% 2.9% -1.1% 5.1% - -
Q3 6.7% 10.5% -1.2% 11.1% 1.7% 5% -5.3% -2.9% 9.3% - -
Q4 - 10.1% 5.7% -14.4% 7.3% -0.4% 4.4% 6.6% 6.8% - -

Returns +
Monthly

J F M A M J J A S O N D
2021 -1.9% -0.1% -0.3% 6.1% -3.1% 4.2% 3.8% 2.2% 0.6% - - -
2020 4.3% -4.7% -9.4% 14.8% 7.3% 3.5% 7.7% 5.3% -2.6% -0.6% 9.2% 1.4%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    20%37%34%-3%28%6%4%11%32%13%1%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
RIVRX 12%39%28%4%25%6%4%3%---
Russell 3000 20%37%34%-3%28%6%4%11%32%13%1%
Alpha -8%2%-6%7%-3%-0%1%-8%---

RIVRX Russell 3000

Chart +