Todd Griesbach discusses RMB Capital and the Core Equity strategy. The Core Equity portfolio holds 20 to 25 stocks. Mr. Griesbach invests in high-quality companies with distinct competitive advantages. He looks for secular growers who are growing faster than their peers. Mr. Griesbach aims to hold a company for three to five years. While the portfolio is an all-cap strategy, Mr. Griesbach generally doesn’t invest in market caps under $500 million. He tends to gravitate toward midcaps and large caps.
Full interview available here.
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