All products are managed under the same philosophy and process, adhering to Root River’s fundamental business framework.
Our portfolios are focused in 25-35 positions.
Small Cap Growth:
The Small Cap portfolio is a focused equity portfolio, invested in companies with a market capitalization generally below $2 billion, at purchase. There is no minimum market capitalization for inclusion.
All Cap Growth:
The All Cap portfolio is a focused equity portfolio, invested in companies across the market capitalization spectrum.
We provide separately managed accounts to both institutional clients and high net worth individuals.