RP

RIVERBRIDGE PARTNERS LLC

13F
RIVERBRIDGE PARTNERS LLC
Last update 2024-02-18 194 Stocks (18 new)
Value $7.97 Bil Turnover 6 %
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RIVERBRIDGE PARTNERS LLC Profile

Riverbridge Partners is an investment management company based out of Minneapolis, Minnesota. The company was established in 1987 and started out with its All Cap Growth portfolio and would grow to currently have 30 employees with half of them being investment professionals. Riverbridge Partners would grow and ramp up its launching of new strategies, introducing four new ones in the 2000s alone. The company utilizes a conservative fundamental analysis to make its investment decisions, allocating its assets in the public equity and fixed income markets of the U.S. Riverbridge Partners invests in the growth stocks of companies across all major market caps, benchmarking its performance against various S&P and Russell indexes. The company invests most heavily in the industrials sector, which alone makes up over a quarter of its total asset allocations, and also invests its assets in the information technology, health care, and consumer discretionary sectors, among various other sectors to a lesser degree, in order of decreasing allocation. Riverbridge Partners’s top holdings include Sepheid Inc., Ultimate Software Group Inc., and Dealertrack Technologies Inc., with its top 10 holdings making up just under 30% of its total holdings and the firm having a turnover rate of 6.7%. The company currently holds over $5.5 billion in total assets under management spread across 4,450 accounts, all of which are discretionary. Both of the company’s total accounts and total held assets have been increasing in recent years with its total managed assets growing significantly from $1 billion back in 2010 to well over 5 times that amount. Riverbridge Partners mainly caters to high net worth individuals, which alone makes up approximately two thirds of its client base, and also provides its businesses to a highly diverse clientele. The company currently offers a variety of strategies including its two mutual funds the Riverbridge Growth Fund and Riverbridge Eco Leaders Fund.
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