River Oak Discovery Fund (RIVSX) Research
The fund primarily allocates its capital to equity securities issued by U.S. companies with smaller market valuations. The investment advisor focuses on selecting businesses believed to possess robust growth potential, provided their shares are available at compelling prices. Typically, the portfolio will maintain a concentrated holding of 30 to 40 common stocks.
Market snapshot
- Symbol
- RIVSX
- Price
- $26.29
- Day change
- +1.66%
- Market cap
- $25.6M
- 52-week range
- 16.8-26.29
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Barrett Growth Fund (BGRWX)
- Guinness Atkinson Alternative Energy Fund (GAAEX)
- GGM Macro Alignment ETF (GGM)
- Guinness Atkinson Asia Focus Fund (IASMX)
- LSV U.S. Managed Volatility Fund (LVAMX)
- iMGP Alternative Strategies Fund (MASFX)
- iMGP Alternative Strategies Fund (MASNX)
- Putnam Retirement Advantage 2055 Fund (PACJX)
Open River Oak Discovery Fund (RIVSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.