The Bridges Investment Fund, Inc. is a general equity fund whose primary investment objective is to seek long-term capital appreciation, with a secondary objective of a moderate amount of investment income. Click here to view the Fund Fact Sheet.
The Fund’s equity investment process focuses on identifying companies which have superior revenue, earnings, dividend, and free cash flow growth and above-average profit margins, profitability and balance sheet quality.
Historically, the Fund has tended to primarily own larger companies, although at any time, the Fund may own small, medium, or large capitalization companies. Normally, equity securities of U.S. companies will represent 60% or more of the Fund’s assets. The Fund’s secondary investment objective is the generation of a moderate amount of investment income.
The Fund may acquire investment grade corporate bonds, debentures, U.S. Treasury bonds and notes and preferred stocks. Normally, such fixed-income securities will not constitute more than 40% of the Fund’s portfolio.