The Rhino Small-Cap Financial Fund employs a fundamental bottom up stock selection investment process specializing in the Banking sector. Banks are a large opportunity set, with an investable universe of nearly 500 names. Our deep understanding of bank earnings drives the selection of undervalued names in the portfolio. Central to our fundamental analysis is identifying banks which have positive operating leverage and improving Net Interest Margins (NIM). Complimentary to this financial analysis, we identify possible M&A targets.
We believe superior investments returns are achieved through utilizing a value-based investment approach applied to the Banking sector. We identify undervalued financial companies with identifiable catalysts that are trading at discounts to normalized earnings. The lack of sell-side research in the small-cap banking sector leads to mispricing in the equity markets and the opportunity for above market returns.
John Schneider, CFA (President and CIO of Rhino Investment Partners) has 35 years of investment experience, most recently as the sole PM of the PIMCO Value Fund, which outperformed the Russell 1000 Value index by 1,000 bps on average per year during his tenure. John founded The Rhino Small-Cap Financial Fund in June 2011. The investment team has 62 years of combined investment experience.
The material on this website does not constitute an offer to sell or a solicitation to purchase any securities or investment advisory services. Any such offer or solicitation shall be made only to “accredited investors” ( as defined in Regulation D promulgated under the Securities Act of 1933), “qualified clients” (as defined in the Investment Advisors Act of 1940) and/or “qualified purchasers” (as defined in the Investment Company Act of 1940), pursuant to a private placement memorandum and related subscription materials. An investment in the strategy described herein involves a high degree of risk, including the possibility of loss of principal, and is illiquid due to restrictions on withdrawal. See the formal offering documents for full details regarding risks, minimum investments, fees and expenses. Past performance is no guarantee of future results.