Legislation Details

File #: ID#26-0685    Version: 1 Name: Approve termination of money manager
Type: Action Item Status: Agenda Ready
File created: 5/28/2026 In control: Pension Trustees
On agenda: 6/15/2026 Final action:
Title: Approve the termination of small-cap growth equity money manager Riverbridge Partners, LLC and authorize the appropriate officials to execute same.
Attachments: 1. City of Clearwater_Q1 2026 Investment Review
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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SUBJECT/RECOMMENDATION:

Title

Approve the termination of small-cap growth equity money manager Riverbridge Partners, LLC and authorize the appropriate officials to execute same.

Body

SUMMARY: 

Riverbridge Partners (Riverbridge) was hired as a small-cap growth equity money manager for the plan in October 2010. As of March 31, 2026, the market value of the plan’s investment in Riverbridge’s small-cap growth product totaled $22.62 million, or 1.62% of the Plan’s total investment portfolio.

Riverbridge’s performance has declined significantly in recent years, as detailed below. The Pension Investment Committee unanimously recommended termination at their February 19, 2026, quarterly committee meeting.                                          

As of March 31, 2026, the fund’s performance over the past five years has been as follows: 

 

                                                                                                                                      Benchmark

                                                                                     Performance                                 Index

 

Last 1 year                                                 (14.77)%                                23.58%

Last 3 years                                                   (5.33)%                                12.27%

Last 5 years                                                   (8.35)%                                  1.62%

 

STRATEGIC PRIORITY:

                    

Attract and retain top-quality personnel through the maintenance of a competitive compensation and benefits program.