Riverbridge Partners, an investment management company, released its Q3 2026 investor letter for “Riverbridge All Cap Growth Strategy.” The letter can be downloaded here. The Russell 3000 Growth Index was nearly flat in Q3 2026, masking a shift away from AI infrastructure and consumer stocks amid concerns about sustainability, inflation, and oil prices. Riverbridge All Cap Growth returned about 4%, beating its benchmark, supported by software and Health Care holdings. Veeva Systems and...


