Riverbridge Partners

From Day One, our firm has existed to serve the long-term good of our clients. We are motivated to serve others by investing with endurance. These are the pursuits that get us out of bed in the morning: - To see our clients experience superior returns on their investments. - To see those investments and our service add enduring value to their lives. - To add enduring value to industries, communities, and the world. If you would like to learn more about Riverbridge, visit our website: https://lnkd.in/gvSJiHfE.   *This information is not intended to be used as investment advice. Please click the link herein to be directed to our website with full disclosure information. 

Is this AI technology cycle proceeding like others we have experienced in our over 35-year history? Read our recent article, After the Hardware Boom: Long-Term Value Creation in the Generative AI Era to get our thoughts: https://lnkd.in/ep_T2wXA *This information is not to be used as investment advice. Please click the link herein to see the full article and accompanying disclosure information.

On the surface, the first six months of 2024 were a utopia for investors. The S&P 500 returned more than 15% with very little volatility. This advance occurred despite the Fed not cutting interest rates and with inflation remaining stubbornly elevated. Read our Equity Market Commentary: S&P 500 Achieves Record Start in Early 2024, Driven by AI Optimism: https://lnkd.in/g48qffNv *This information is not intended to be used as investment advice. Please click the link herein to see the full article and accompanying disclosure information.

Attendees at our Bay Area Connections Event last week learned what private and public equity investors have in common: a philosophy and discipline grounded in identifying adaptable businesses with cultural alignment. Both Ross Johnson and Doug Higgins talked about how each investment firm seeks high quality management teams who are supported by a culture of empowered team members. "When management teams are passionate about their business, they are passionate enough that they want to teach us about it. We often remind our clients; the real allocator of their capital is the management team themselves." - Ross Johnson We look forward to sharing the full recording soon! *This communication does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only. Event attendees should not rely on information shared in making any future investment decision.

Join us on May 15 in Menlo Park, CA for a discussion with Riverbridge Partners CIO Ross Johnson and Sapphire Ventures Co-Founder Doug Higgins as they explore ideas including: 💡 Strategies successful businesses employ to build value over the long-term 💡 How a customer-centric approach can drive value creation 💡 The vital role of culture and people when assessing a company's growth potential 💡 Reflections on companies that have demonstrated fundamentals throughout stages of growth 💡 Balancing short-term performance with the patience needed to create long-term value There is still time to register! Reach out to [email protected] if you are interested in attending. *This communication does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only. Event attendees should not rely on information shared in making any future investment decision.

Manufacturing, healthcare, and real estate are all seeing meaningful shifts in the current climate. As long-term investors, Riverbridge focuses on companies capable of benefiting from change: those that are responsive to customers, and willing to pursue new opportunities that align with their capabilities. Read our recent article written by Investment Team member, Adam McGrane. *This information is not intended to be used as investment advice. Please click the link herein to see the full article and accompanying disclosure information. A Long-Term Focus on Companies Capable of Benefiting From Change | https://lnkd.in/ge2RKGuX

2024 posted the best opening quarter for the equity market since 2019, due largely to corporate earnings, as well as continued AI momentum, anticipated rate cuts, and lower inflation. In recent years, shifts in equity markets have defied prediction, but Riverbridge believes our portfolio companies are well-positioned for growth, regardless of the economic backdrop. Read our Equity Market Commentary: How 2023’s market strength continued into the new year: https://lnkd.in/gHBfcnsF *This information is not intended to be used as investment advice. Please click the link herein to see the full article and accompanying disclosure information.

2024 posted the best opening quarter for the equity market since 2019, due largely to corporate earnings, as well as continued AI momentum, anticipated rate cuts, and lower inflation. In recent years, shifts in equity markets have defied prediction, but Riverbridge believes our portfolio companies are well-positioned for growth, regardless of the economic backdrop. Read our Equity Market Commentary: How 2023’s market strength continued into the new year: https://lnkd.in/gHBfcnsF *This information is not intended to be used as investment advice. Please click the link herein to see the full article and accompanying disclosure information.

How do you invest for a future you cannot predict? Look for enduring qualities. Join us on May 15 in Menlo Park, CA for a discussion between Riverbridge Partners CIO Ross Johnson and Sapphire Ventures Co-Founder Doug Higgins on long-term business value creation at all stages of capital allocation for private and public companies. Reach out to [email protected] if you are interested in attending. *This communication does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only. Event attendees should not rely on information shared in making any future investment decision.

We believe that adaptable and enduring companies are rooted in a culture of continuous innovation.   At a recent Riverbridge event in the Bay Area, our CIO, Ross Johnson, asks long-time CEO of Power Integrations how he incents team members to take chances and innovate.   Watch the short clip of their full conversation below.   View the full recording on our website: https://lnkd.in/gjeyVuNd   *This information is not intended to be used as investment advice. Video contains accompanying disclosure information. Disclosures can also be found on our website: https://lnkd.in/dE7iWjwE