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Riverbridge Smid Cap Growth

Over the 14-year track record of the Smid Cap Growth Portfolio, investors have enjoyed proven risk-adjusted returns over a full market cycle while also investing in ways that align with their values. 

  • 14-year track record
  • 48 holdings
  • 18.00% 5-year turnover

Long-term performance vs. Benchmark
Inception through 12/31/2020
Periods greater than one year are annualized; Performance related information is presented as supplemental information to the compliant presentation included herein. Inception Date: 12/31/2006.

Impact Metrics

Lower Carbon Risk*

The Smid Portfolio has 59.4% lower carbon risk than the Russell 2500 Growth


The Smid Portfolio earned a 6.04 ESG Quality Score and an overall ESG Rating of A from MSCI

<impact-heading-sub>Exposure to Businesses In:<impact-heading-sub>

  • Fossil Fuels
    No exposure to companies that own fossil fuel reserves
  • Tobacco
    No exposure to tobacco producers as well as tobacco distributors, suppliers, and retailers
  • Gambling
    No exposure to gambling facility operators as well as support products & services
  • Weapons
    No exposure to companies with ties to the  manufacture of conventional (including depleted uranium), biological/chemical, or nuclear weapons systems and components
  • Civilian Firearms
    No exposure to companies that manufacture or distribute firearms and small arms ammunitions for civilian markets
*©2021 MSCI ESG Research LLC. Reproduced by permission; no further distribution. MSCI ESG Research is an independent provider of ESG data, reports and ratings based on published methodologies and is available to clients on a subscription basis. MSCI receives subscription compensation from Riverbridge in connection with the above findings. ESG Quality Score range is 0 – 10 and ESG Ratings range is CCC to AAA. Please see disclosures for additional rating information.
Riverbridge Responsible Investing Report 2020