Riverbridge Partners LLC
Riverbridge Partners, LLC is an investment management firm founded in 1987 and headquartered in Minneapolis, Minnesota. The firm provides investment management services primarily to institutions, corporations, partnerships, pension and profit-sharing plans, foundations, investment companies, pooled investment vehicles, individuals, and advisors. Riverbridge employs a dedicated investment team and focuses on long-term client relationships by providing custom portfolios and solutions across growth equity and income strategies. The firm emphasizes investment endurance and adherence to its time-tested investment philosophy.
Investment Strategy
Riverbridge Partners' investment strategy centers on investing in high-quality growth companies of various market capitalizations, including small and mid-cap firms, that the team believes can build earnings power at above-average rates for extended periods. The firm’s philosophy emphasizes five key building blocks: sound culture and management, strong unit growth, strategic market position, internally financed growth, and conservative accounting. Portfolios are designed to remain fully invested and generally feature low turnover, with a focus on outperforming benchmarks over the long term. Income strategies incorporate diversification across debt sectors and credit ratings to provide stable yield through different market cycles. Extensive company research and a devil’s advocate approach help challenge assumptions and maintain discipline in portfolio construction.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corporation | 5.43% | $321.8M | 1,724,831 | $8.28 | $186.58 | +$30.8M |
M MSFT | Microsoft Corporation | 4.51% | $267.4M | 516,182 | $66.46 | $517.95 | +$1.1M |
H HEI | HEICO Corporation | 3.56% | $210.9M | 653,205 | $68.73 | $322.82 | -$23.1M |
L LOPE | Grand Canyon Education, Inc. | 3.53% | $209.2M | 953,066 | $72.63 | $219.52 | +$526.2K |
M MEDP | Medpace Holdings, Inc. | 3.17% | $187.7M | 365,088 | $198.79 | $514.16 | +$51.5M |