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Sector Insights

At Rainier, we invest in all major market sectors because we believe that investment opportunities are found in industries that are frequently overlooked.  We also strive to avoid focusing on labels like "growth" and "value," as we believe that growth can come from both secular and cyclical opportunities.  To provide further insight into our decisions, we will periodically provide a focus piece on a chosen sector.  Please click on a sector below to learn more about how Rainier invests in this area of the market.
Published: Q2 2015
Mark Dawson, Chief Investment Officer, discusses the Financials sector.






Published:  Q1 2015
Derrick Tzau, International Research Analyst, discusses his current beliefs in Europe.







Published: Q4 2014
Steve Jue, Senior Research Analyst, discusses his current beliefs in the Technology Sector.