Institutional focus Target institutional plan sponsors and high-net-worth segments leveraging Rice Hall James's independent, employee-owned structure and downsized firm profile to position tailored micro to mid-cap strategies.

Discretionary alpha Highlight the bottom-up, fundamentals-driven research approach as a differentiator for alpha generation in small and mid-cap spaces to engage investors seeking specialized equity exposure.

Sustainable growth Emphasize undiscovered or undervalued growth stories in micro to mid-cap companies to attract clients seeking sustainable long-term equity upside and active manager insight.

Active holdings Leverage recent disclosed stakes (Docebo, Digital Turbine, Certara, American Vanguard, DMC Global, Vivid Seats) to craft conversations around portfolio construction, risk management, and co-investment or separate account opportunities.

Tech and footprint Position RHJ’s secure technology and digital presence (SEC-registered, robust cloud and WordPress stack) as a platform-comfortable, scalable partner for investment operations, reporting, and client experience enhancements.