B. Riley Diversity Equity Fund

Process

PUTTING B. RILEY FBR'S RIGOROUS PROCESS TO WORK

While B. Riley’s approach includes elements of contrarian style investing, it is neither dogmatic nor ideological. The Research Group of B. Riley FBR, Inc. works hard to evaluate their selections independently of the Wall Street consensus. Grounded in the tenets of fundamental analysis, the team analyzes earnings, cash flow trends, balance sheet strength, industry outlook, and strength of management, among other factors.

FROM FIRST LOOK TO FINAL SELECTION, THE INVESTMENT PROCESS STEP-BY-STEP

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