Riverbridge Growth Fund Institutional Class (RIVBX)

Overview

The fund is focused on investing in equity securities of companies across various sizes, from small- to large-cap entities. It primarily targets investments in U.S. dollar-denominated securities, including those of foreign issuers that are traded in the United States, as well as American Depositary Receipts (ADRs). With a primary concentration on equity securities of U.S. issuers, the fund does not limit itself strictly to domestic investments and includes securities of non-U.S. issuers in its portfolio. This diversified investment strategy is designed to tap into a wide range of opportunities in the equity markets, aiming to benefit from different types of equity securities, such as common stock, preferred stock, and convertible securities.

Products and Services

• Equity Securities of Companies of Any Size:

  The fund invests across a broad spectrum of companies, irrespective of their market capitalization. This includes stakes in small-, mid-, and large-cap companies, allowing investors to benefit from the growth potential of different kinds of companies.

• Investments in Foreign Securities:

  It includes U.S. dollar-denominated securities of foreign issuers that are traded in the United States along with American Depositary Receipts (ADRs). This offers investors exposure to foreign markets, potentially diversifying their investment portfolio with international assets.

• Equity Securities:

  The fund's investments primarily consist of common stock, preferred stock, and convertible securities. This range of equity investments allows the fund to adapt its strategy according to market conditions and to seek different levels of growth and income.

• Non-U.S. Issuer Securities:

  While mainly investing in U.S. issuers, the fund also opens up to opportunities in non-U.S. markets. This strategy not only diversifies the investment portfolio but also allows the fund to take advantage of global market trends and opportunities.