Riverfront Global Growth Fund - Investor Class
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- Riverfront Global Growth Fund - Investor Class (RLTAX) is an open-end mutual fund managed by Riverfront Investment Group, LLC that seeks long-term growth of capital through a diversified, value-driven investment strategy featuring a long-term strategic asset allocation targeting U.S. equities; international equities in developed and emerging markets; real estate investment trusts; commodities; and exchange-traded funds, with tactical adjustments comprising 10%-15% of the portfolio based on market momentum, sector and security selection via fundamental and technical analysis, and independent risk management. The fund maintains a 10+ year investment horizon, concentrating primarily in equity investments to capitalize on growth opportunities while managing downside risk. Riverfront Investment Group, LLC, founded in 2008 and headquartered at 1214 East Cary Street in Richmond, Virginia, serves as the investment adviser, offering this strategy to individual and institutional investors seeking global exposure. In June 2025, Riverfront Investment Group announced key developments in its leadership succession and ownership transition, funded by the firm's balance sheet, future cash flows, and prudent debt, with Baird retaining a significant minority ownership as a strategic partner and over 70% of employees becoming shareholders to ensure long-term stability and independence. The firm continues to expand its portfolio offerings, including sub-advisory services for mutual funds and ETFs, with recent portfolio adjustments such as adding substantial shares of certain ETFs in Q2 2025. Geographically, the fund invests globally across U.S., developed international, and emerging markets, targeting investors pursuing capital appreciation through dynamic asset allocation.