Investment Strategies

SMID (Small & MID cap) Equity Strategy

The Riverwater SMID Equity Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Index. The SMID Cap Equity Strategy holds 20-35 small and mid sized companies generally between a range of $250mm and $20B in market capitalization.

Large Equity Income Strategy

The Riverwater Large Equity Income Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 1000 Value. The Large Equity Income Strategy holds 20-35 holdings with market capitalizations generally above $15B. We focus on dividend paying equities that have a history of growing their dividend.

Diversified Strategy

Riverwater’s Diversified Strategy combines our equity strategies with select fixed income, international and alternative investments. These portfolios are custom tailored to each client’s risk tolerance.