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Home > Financial Services > Mutual Funds > Rice Hall James
Rice Hall James
Rice Hall James is an independent, investment management firm established in 1974 and headquartered in San Diego, California. They currently manage 2.3 billion dollar in assets for a diverse client base, including corporations, Taft-Hartley plans, public funds, foundations, endowments and financial institutions and high-net-worth individuals.
The Rice Hall James Funds are a family of 3 mutual funds that are managed to make our Growth at a reasonable price investment approach easily accessible to individuals and institutional investors. Their time-tested and successful investment philosophy has enabled their clients to get the most out of the opportunities that the financial markets have to offer. The Mid Cap Fund seeks maximum capital appreciation, consistent with reasonable risk to principle by investing primarily in mid market capitalization companies. The Mid Cap Portfolio normally seeks to achieve its objective by investing at least 80 percent of its net assets in equity securities of companies whose market capitalization fall within the range of market capitalization represented by the Russell Midcap Index.
The Small/Mid Cap Fund seeks maximum capital appreciation, consistent with reasonable risk to principle by investing primarily in small or mid market capitalization companies. The Small or Mid Cap Portfolio normally seeks to achieve its objective by investing at least 80 percent of its net assets in securities of companies with market capitalization of 300 million dollar to 2.5 billion dollar at the time of the initial purchase. The adviser believes that there are greater pricing inefficiencies for small or mid cap companies than larger capitalization securities.
The Micro Cap Fund seeks maximum capital appreciation, consistent with reasonable risk to principle by investing primarily in small market capitalization companies. The Micro Cap Portfolio normally seeks to achieve its objective by investing at least 80 percent of its net assets in securities of companies with market capitalization of 40 million dollar to 500 million dollar at the time of the initial purchase. In selecting securities for the fund, the adviser emphasizes smaller, emerging companies possessing the potential to become market leaders in their industries.
Rice Hall James built a thriving business on a single foundation where fundamental research can deliver superior long-term investment results. It has served as the foothold that supports every investment decision for every dollar they manage. Their mission is to deliver superior performance, consistently and with integrity. They focus on what they do best, avoiding any temptation to modify our style to meet the fashion of the day.
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