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.

The portfolio is managed by the Riverbridge Investment Team utilizing our time-tested investment philosophy and disciplines.

Performance

Annualized Returns
As of 06/30/2017Q-T-DY-T-D1-Year3-Year5-Year10-YearInception
Riverbridge Concentrated Growth9.40%16.67%37.95%12.87%12.05%9.70%12.22%
Russell 3000® Growth4.65%13.69%20.72%10.83%15.20%8.82%8.05%
S&P 5003.09%9.34%17.90%9.61%14.63%7.18%7.61%
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The above presents gross of fees performance figures and does not reflect the deduction of investment advisory fees. Past performance does not guarantee future results. Please refer to Riverbridge Disclosures.

View net of fees.

Risk Profile

As of 06/30/2017

Top Ten Holdings

As of 06/30/2017
  1. National Instruments Corporation
  2. Proto Labs, Inc.
  3. Grand Canyon Education, Inc.
  4. IHS Markit Ltd.
  5. Starbucks Corporation
  1. CoStar Group, Inc.
  2. Patterson Companies, Inc.
  3. Gentex Corporation
  4. Microsoft Corporation
  5. Ecolab, Inc.

Sector Weighting

As of 06/30/2017

Performance related information, including but not limited to market capitalization information, portfolio risk measures, sector weightings, attribution, and representative holdings provided in this document, is presented as supplemental information to the compliant presentation included herein.