Milwaukee (November 20, 2024).
Riverwater Partners’ Sustainable Value Strategy has been awarded 6-stars and a Bull & Bear Master, according to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2024. Riverwater’s Sustainable Value Strategy was recognized for being among the top performers in PSN’s Small-Mid Value Universe, PSN’s Mid-Value Universe and US Equity Socially Responsible Universe.
The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“Successful investment strategies demand relentless effort, in-depth research, and disciplined execution,” says PSN Product Manager Nick Williams. “PSN Top Guns highlights the elite managers and teams whose expertise continues to drive the growth of SMAs in today’s dynamic economic environment.”
The Riverwater Sustainable Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Value Index. The Riverwater Sustainable Value Strategy is a concentrated portfolio of small and mid-sized companies generally between a range of $250mm and $20B in market capitalization. Riverwater’s Sustainable Value Strategy is managed by Adam Peck, CFA. Learn more about the strategy at https://riverwaterpartners.com/esg-small-cap-value-strategies/.
“I am proud that the Sustainable Value Strategy has been named to a number of PSN Top Gun lists. We focus on strong risk-adjusted returns using traditional and socially responsible factors.” says Adam Peck, CIO of Riverwater. “It is this focus and our disciplined process that we believe drive our favorable downside protection and low beta to the market. We continually strive to fulfill our mission of making the world a better place by growing wealth through sustainable investing.”
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
Riverwater’s Sustainable Value Strategy was named Top Gun six-star rating in both the Small-Mid and Mid Value Universes, meaning the Sustainable Value Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the peer group. The top ten information ratios for
the latest five-year period then become the 6 Star Top Guns..
Additionally, the Sustainable Value Strategy received a Bull & Bear Master Award. This award means the strategy had an r-squared of 0.80 or greater relative to the style benchmark for a three-year period. Moreover, the strategy had an upside market capture over 100 and a downside market capture less than 100 relative to the style benchmark. The top ten ratios of Upside Capture Ratio over Downside Capture Ratio become the PSN Bull & Bear Masters.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com. Registration is required.
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About Riverwater
Riverwater is Wisconsin’s largest fully dedicated manager of socially responsible investments. The firm applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. Working for positive change and achieving competitive returns do not have to be mutually exclusive. Based in Milwaukee, Riverwater is proud to be woman-owned and a Certified B Corporation™. Learn more at riverwaterpartners.com/.
About PSN
For nearly four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors rely. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of nearly 40 Years of Data Including Net and Gross-of-Fee Returns. For more details on the methodology behind the PSN Top Guns Rankings or to purchase PSN Top Guns Reports, contact Margaret Tobiasen at Margaret.tobiasen@informa.com. Visit PSN online to learn more.
Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Riverwater Partners is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of Riverwater Partners by any of its clients. No compensation was provided for receipt of or consideration for award.
Past performance may not be indicative of future results. Different types of investments and investment strategies involve varying degrees of risk, including principal loss and fluctuation. It should not be assumed that future performance of the investment strategy referenced herein will be profitable during any specific time period. Information is subject to change without notice.
