B. Riley Diversity Equity Fund

Blog

September 2, 2016

By Chuck Hastings, Portfolio Manager,
B. Riley Diversity Equity Fund

At the end of 2015, we decided to narrow the focus of the Fund by limiting the portfolio to the best ideas of the B. Riley & Co. LLC Research Department.  Reducing the Fund’s holdings from over 100 companies to the current number of 27 has slightly increased the volatility of the Fund, but has had a very... read more


March 22, 2016

By Chuck Hastings, Portfolio Manager,
B. Riley Diversity Equity Fund

After an ugly second half of 2015, the U.S. equity markets struggled to deal with the bad news and negative data facing investors at the start of the New Year.  Small-cap companies were negatively affected and reached new 52 week lows in early February.  Markets have since rallied significantly and the... read more