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RMB Funds

@rmbfunds.com

We specialize in long-term, active investment strategies that span the market-cap spectrum and the globe.

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RMB Funds is a highly experienced and independent wealth management firm that offers a range of investment products and services. With a history dating back to 1975, RMB Funds combines decades of experience with a specialized focus, intensive fundamental research, and an opportunistic approach to navigate various market environments. At RMB Funds, their investment philosophy centers around conviction and the belief that actively managed portfolios can outperform over a market cycle.


They specialize in long-term, active investment strategies that span the market-cap spectrum and the globe. Their portfolio management team, averaging over 25 years of investment experience, employs a unique Life Cycle Approach to assess companies. This approach recognizes that all companies go through development, growth, maturity, decline, and even rebirth phases.


By identifying companies that are well-managed and offer an attractive risk/reward profile, RMB Funds aims to manage portfolio risk and deliver excess returns. Additionally, RMB Funds takes into account Environmental, Social, and Governance (ESG) factors when making investment decisions. They prioritize investing in companies that are good stewards of capital, promote environmentally responsible practices, and foster personal and professional growth for employees.


Overall, RMB Funds offers distinctive mutual funds for a broad array of investors, with a focus on diligent research, conviction, and long-term performance

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