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Welcome to the RBC Global Asset Management site for Institutional Investors

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This RBC Global Asset Management (U.S.) Website is intended for institutional investors only.

For purposes of this Website, the term "Institutional" includes but is not limited to sophisticated non-retail investors such as investment companies, banks, insurance companies, investment advisers, plan sponsors, endowments, government entities, high net worth individuals and those acting on behalf of institutional investors. The Website contains information, material and content about RBC Global Asset Management (collectively, the “Information”).

The Website and the Information are provided for information purposes only and do not constitute an offer, solicitation or invitation to buy or sell a security, any other product or service, or to participate in any particular trading strategy. The Website and the Information are not directed at or intended for use by any person resident or located in any jurisdiction where (1) the distribution of such information or functionality is contrary to the laws of such jurisdiction or (2) such distribution is prohibited without obtaining the necessary licenses and such authorizations have not been obtained. Investment strategies may not be eligible for sale or available to residents of certain countries or certain categories of investors.

The Information is provided without regard to the specific investment objectives, financial situation or particular needs of any specific recipient and does not constitute investment, tax, accounting or legal advice. Recipients are strongly advised to make an independent review with an investment professional and reach their own conclusions regarding the investment merits and risks, legal, credit, tax and accounting aspects of any transactions.

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Based in Chicago, our team has a proven ability to identify profitable small and mid-cap companies. Our goal is to provide long-term outperformance, downside protection and low volatility. We strive to create an entrepreneurial culture with an agile investment team. Our team members bring an average of 20 years’ experience to the table.

Competitive risk-adjusted returns

Our repeatable investment process aims to generate competitive risk-adjusted returns.

Low volatility

We take a bottom-up fundamental approach built around a long investment horizon.

Company focus

We focus on companies that demonstrate consistent growth, along with a solid balance sheet and strong management team. All portfolio managers are generalists, utilize their education and experience extensively in the research process and rotate research responsibilities

Our strategies