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Scout Investments, Inc.
Ed Rick · Asset Manager · Multi-Strategy
Founded in 1982 and originally established as a division of UMB Bank, Scout Investments, Inc. is an institutional asset manager headquartered in Kansas City, Missouri. The firm became an independent subsidiary of UMB Financial Corporation before being acquired in 2017 by Carillon Tower Advisers, which now operates as Raymond James Investment Management. Scout is recognized for its active management across diverse asset classes, specializing in mid-cap and small-cap equity strategies. It also incorporates the Reams Asset Management division, which provides specialized fixed-income expertise. The firm serves a wide range of institutional clients, consultants, and individual investors through its suite of mutual funds and separate account offerings.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.2% |
| YTD return | +8.6% |
| Sharpe ratio | 3.04 |
| Win rate | 37% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.scoutinv.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ATI | Allegheny Technologies Incorporated | 8.1% | +98.2% |
| VNOM | Viper Energy Ut | 6.6% | +10.1% |
| A | Agilent Technologies Inc | 6.4% | +21.7% |
| HBAN | Huntington Bancshares Incorporated | 5.5% | -0.8% |
| WEC | WEC Energy Group Inc | 5.3% | -4.3% |
| PWR | Quanta Services Inc | 5.2% | +30.2% |
| CRL | Charles River Laboratories | 5.0% | -3.8% |
| ADC | Agree Realty Corporation | 4.9% | -1.5% |
| NET | Cloudflare Inc | 4.8% | +33.8% |
| FTAI | Fortress Transp & Infra Inv | 4.8% | -7.9% |
| CFG | Citizens Financial Group, Inc. | 4.5% | +28.1% |
| STAG | STAG Industrial Inc | 4.5% | +2.6% |
| CNP | CenterPoint Energy Inc | 4.5% | -0.2% |
| FHN | First Horizon National Corporation | 4.5% | -0.6% |
| ATO | Atmos Energy Corporation | 4.4% | -4.3% |
| BC | Brunswick Corporation | 4.3% | -11.4% |
| COR | Cencora Inc. | 4.3% | -2.8% |
| EQT | EQT Corporation | 4.3% | -1.7% |
| JBS | JBS N.V. | 4.2% | -3.6% |
| LTH | Life Time Group Holdings Inc | 3.9% | -3.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | CRL | 0.0% → 5.0% |
| Sep 7, 2026 | BUY | HBAN | 4.6% → 5.5% |
| Sep 7, 2026 | SELL | NET | 5.4% → 4.8% |
| Sep 7, 2026 | BUY | ADC | 4.6% → 4.9% |
| Sep 7, 2026 | SELL | TER | 4.5% → 0.0% |
Investment Style Analysis
Scout Investments, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Regional and Diagnostics & Research sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Scout Investments, Inc. made a significant move by increasing exposure to CRL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Scout Investments employs a disciplined, research-driven investment philosophy focused on active management and rigorous bottom-up fundamental analysis. The firm's equity teams seek to identify high-quality companies characterized by sound fundamentals, sustainable competitive advantages, and specific catalysts for growth. This stock-selection process is often complemented by a top-down macro overlay used to monitor economic and sentiment indicators, helping the team formulate broader sector and industry themes. By emphasizing quality and risk-controlled portfolio construction, the firm aims to generate consistent risk-adjusted outperformance and positive alpha for its clients over full market cycles.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Scout Investments, Inc..
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Frequently asked questions
How is the simulated portfolio for Scout Investments, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Scout Investments, Inc.'s largest holding?
As of the latest filing, Scout Investments, Inc.'s top position is Allegheny Technologies Incorporated (ATI), representing 8.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Scout Investments, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +17.2% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of 3.04, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Scout Investments, Inc. primarily invest in?
Scout Investments, Inc. has a strong preference for the Banks - Regional sector, which makes up 14.5% of their disclosed assets. The portfolio also has exposure to Diagnostics & Research, indicating a specific thematic focus.
Is Scout Investments, Inc.'s portfolio concentrated or diversified?
Scout Investments, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Scout Investments, Inc. performed in 2026?
Our AI-simulated model portfolio for Scout Investments, Inc. tracks a Year-to-Date (YTD) return of +8.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ed Rick manage Scout Investments, Inc. directly?
Yes, Ed Rick serves as the key portfolio manager for Scout Investments, Inc., overseeing the investment strategy and final capital allocation decisions.