As a boutique firm, we pride ourselves on providing highly personalized investment advice and a unique level of transparency between the client and investment manager. We manage all of our clients' accounts on a separate account basis and we do not outsource the investment management function to any third party portfolio managers. RDM Capital's investment professionals perform all security selection and portfolio review in-house and we typically invest clients' funds in individual securities that meet our stringent selection criteria, rather than mutual funds or other actively managed security products that are under the control of an outside manager. By taking this approach, our clients can rest assured that their portfolios are actively managed by an individual they know and trust and not a distant investment manager.
Large Cap Value Equity Strategy
Over its more than 25 year history, RDM Capital has developed a proprietary large-cap value equity strategy as the cornerstone of its management of equity portfolios. The strategy is a contrarian, fundamentals-based and long-term investment strategy that identifies preeminent companies that are temporarily undervalued and, in the opinion of the investment team, due to outperform over time. While value investing is the foundation of RDM Capital's equity strategy, the investment team also maintains the flexibility to be opportunistic with any equity investment that presents an attractive risk-reward profile at a particular time.
The investment team periodically conducts a top-down review of market conditions to identify macro-economic investment themes that will cause particular equity sectors to out-perform over a long-term time horizon. Once these themes are identified, the investment team will then balance the results of dynamic quantitative equity screens of fundamental valuation, profitability and liquidity data with a sophisticated qualitative analysis of disclosures, analysis and other resources available on potential investments. Based on the unique business judgment and experience of the management team, investments are then chosen for inclusion in the strategy.
Since its inception, RDM Capital's large-cap value equity composite has been ranked in Lipper's quarterly "Best Money Managers" survey on 14 occasions in the U.S. Equity, U.S. Value Equity, U.S. Large-cap Equity, U.S. Large-cap Value Equity and U.S. Growth and Value Equity categories for performance periods ranging from 1 quarter to 5 years.
Most recently, RDM Capital's composite was ranked in the U.S Large-Cap Value Equity category for its 1-quarter performance in each of the second quarters of 2014, 2015 and 2016. RDM Capital was ranked #1 in the U.S. Value Equity category for its performance in the First Quarter 1999 and #1 in the U.S. Large-cap Value Equity category for its 3-year and 5-year performance as of the Third Quarter 2000.
|2017 Net Return||9.73%||19.40%|
|2016 Net Return||13.43%||9.50%|
|Compounded Annualized Return Since Inception||12.66%||8.25%|
|Compounded Annualized Return Trailing 10 Year||6.46%||6.43%|