B. Riley Diversity Equity Fund

Why Invest in Smaller Companies?

INDEPENDENT THINKING FOR MORE GROWTH AND VALUE OPPORTUNITIES

Some of the most successful smaller companies in recent years have created not only new products, but also new markets. Just as smaller companies may indicate future growth directions for emerging industries, a contrarian or non-consensus approach may have informational advantages over traditional methods.

That is why the research professionals at B. Riley FBR, Inc. canvas for optimal selections as they endeavor to think independently from the consensus to find ideas that offer better growth potential.

CONCENTRATED RESEARCH

While our Fund can hold securities in any market capitalization, it typically maintains between 70%-75% in small- and micro-cap companies. B. Riley Asset Management, a division of B. Riley Capital Management, LLC, believes this universe of companies offers investors a distinct long-term value premium.

ALIGNING WITH YOUR INVESTMENT SCENARIO

B. Riley Diversified Equity Fund is attractive for investors looking to build wealth by replacing a mandate, adding to a strategy or acting as an off-set to another portfolio instrument. The Fund fits well within a traditional Morningstar Research style box approach as well as other strategic investment models. Consider putting the power of B. Riley Asset Management’s independent thinking to work for your portfolio.

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