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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

MetricValue
Total return+15.8%
YTD return+7.3%
Sharpe ratio3.28
Win rate39%
AUM$1.1B
InceptionOct 1, 2025
UpdatedSep 22, 2026

Institution Status

FieldValue
AUM$1.1B
TurnoverLow (<15%)
Avg holding18 Months
InceptionOct 1, 2025
Websitehttps://www.scoutinv.com

Current Holdings

Updated on Sep 22, 2026.

TickerNamePortfolio %Return
ATIAllegheny Technologies Incorporated7.5%+74.4%
AAgilent Technologies Inc6.9%+38.2%
VNOMViper Energy Ut6.5%+0.3%
NETCloudflare Inc5.6%+54.1%
PWRQuanta Services Inc5.5%+28.6%
WECWEC Energy Group Inc5.3%-6.5%
HBANHuntington Bancshares Incorporated5.3%-7.6%
CRLCharles River Laboratories5.0%-1.4%
FTAIFortress Transp & Infra Inv4.9%-5.8%
ADCAgree Realty Corporation4.8%-6.8%
STAGSTAG Industrial Inc4.7%+3.0%
CNPCenterPoint Energy Inc4.5%-3.4%
CFGCitizens Financial Group, Inc.4.5%+18.3%
FHNFirst Horizon National Corporation4.4%-5.2%
ATOAtmos Energy Corporation4.3%-7.6%
BCBrunswick Corporation4.1%-16.1%
CORCencora Inc.4.1%-5.0%
DALDelta Air Lines Inc4.1%+5.6%
TERTeradyne Inc4.0%+5.2%
EQTEQT Corporation4.0%-7.5%

Recent activity

DateActionTickerWeight
Sep 21, 2026BUYATO4.4% → 4.3%
Sep 21, 2026BUYBC4.2% → 4.1%
Sep 21, 2026BUYA6.2% → 6.9%
Sep 21, 2026BUYDAL0.0% → 4.1%
Sep 21, 2026BUYADC4.9% → 4.8%

Investment Style Analysis

Scout Investments, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $1.1B 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 21, Scout Investments, Inc. made a significant move by increasing exposure to ATO. 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..

Similar Investment Style

Based on Multi-Strategy.

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 7.5% 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 +15.8% with a win rate of 39%. Notably, the portfolio maintains a Sharpe Ratio of 3.28, 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 14.2% 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 20.9% 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 +7.3%. 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.