Investment Strategies Overview

RMB Asset Management provides clients with what we believe to be a truly specialized array of investment offerings that span all asset classes, on a global basis.

Small Cap Core - Inception: 4/30/1999
Small-capitalization companies diversified across industry and life cycle
SMID Cap Core - Inception: 3/31/2004
Small- and mid-capitalization companies diversified across industry and life cycle
Core Equity - Inception: 4/01/2005
Domestic, high-quality¹ growth stocks of all market capitalizations with a focus on companies that we believe have sustainable, long-term competitive advantages
Dividend Growth - Inception: 4/01/2005
Domestic, mature, large-capitalization growth companies with management teams focused on increasing capital returns to shareholders in the form of dividends
Small Cap Focus - Inception: 12/31/2018
Concentrated portfolio of small-capitalization companies diversified across industry and life cycle
Equity Income - Inception: 12/31/2021
Concentrated portfolio of dividend-paying equities with a potential for long-term price appreciation
Innovators - Inception: 8/31/2022
Concentrated portfolio of business software companies which we believe are well-positioned to capitalize on long duration growth opportunities
International - Inception: 12/31/2017
Invests in international stocks of all market capitalizations that we believe are intrinsically undervalued and exhibit strong or improving fundamental characteristics
Tax-Exempt Fixed Income - Inception: 4/01/2005
Modeled, concentrated municipal bond portfolios
Taxable Fixed Income - Inception: 4/01/2005
Modeled, concentrated taxable bond portfolios
Core Investment-Grade Fixed Income - Inception: 6/30/2008
Bond strategies across the duration/volatility spectrum
Liability-Driven Fixed Income - Inception: 6/30/2008
Immunization, dedication, and customized strategies
Tax-Advantaged Fixed Income - Inception: 6/30/2008
Municipal bond strategy with a flexible opportunity set and relative value approach

Alternatives

Our Alternatives strategies are only available to accredited investors. Please contact us for more information.

Long-Only Japan Equity
Focuses primarily on small- and micro-cap Japanese companies; utilizing a bottom-up, fundamental approach, we search for companies trading well below their intrinsic values
Opportunistic Fixed Income
A private strategy with a mandate to invest opportunistically in noncore fixed income instruments
Opportunistic Real Estate
An opportunistic strategy structured to take advantage of what we believe to be attractive risk-adjusted return opportunities in private real estate
Opportunistic Private Equity
Designed to opportunistically invest in private equity, with the objective of earning attractive risk-adjusted returns by investing in leveraged buyouts, distressed, secondary, and direct lending opportunities

¹High-quality stocks are those that we believe offer greater reliability and less risk. The quality assessment is made based on a combination of soft (e.g., management credibility) and hard (e.g., balance sheet stability) criteria.