How would you design a superlative equity investment from the ground up? What would it look like?
You might start with attractive growth potential to help meet the goals of the 10,000-plus baby boomers retiring every day for the next 15 years. Add in non-correlation with the Wall Street consensus and a value-oriented strategy to capture future potential price appreciation.
For portfolio optimization, you might demand an active management approach that pursues alpha while simultaneously applying risk-management oversight to tempering the portfolio's beta.
Taking all of this into account, you have the distinctive profile of the B. Riley Diversified Equity Fund.
DISCOVER THE PERFORMANCE POWER OF B. RILEY DIVERSIFIED EQUITY FUND
With independent thinking at the core of B. Riley FBR’s approach, investments in the B. Riley Diversified Equity Fund offer access to ideas outside of the mainstream, as well as a potentially valuable degree of non-correlation with the broader markets.
In its second year of operations, the Fund continues to apply a rigorous approach to its proprietary selection process based on selections vetted by approximately 20 analysts in the Research Group of B. Riley FBR.
A FOCUS ON "BEST IDEAS"
Under normal circumstances, the Fund will invest in the "Best Ideas" among the 200 companies covered by the B. Riley FBR Research Group.
The Fund’s Adviser is B. Riley Asset Management, a division of B. Riley Capital Management, LLC, an affiliate of B. Riley FBR, Inc.