Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

The Anatomy of an Idiosyncratic Opportunity: Limoneira (LMNR)

Small Cap Strategies

Limoneira: Turning Lemons into Guacamole At Riverwater Partners, we focus on idiosyncratic investment opportunities—overlooked or misunderstood cases where hidden catalysts can unlock asymmetric returns. Our research process favors fundamental analysis, contrarian perspectives, and a disciplined search for companies where hidden catalysts are poised to drive outsized long-term value. An Idiosyncratic Value Opportunity Overlooked by the Market…

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Introducing Riverwater Partners’ 2024 Sustainability Report

Responsible Investing, Riverwater Updates

Creating Value Through Responsible Investing At Riverwater Partners, our mission is to make the world a better place by growing wealth through responsible investing. We’re proud to share our 2024 Sustainability Report, titled “Creating Value,” which demonstrates how we generate positive impact for our clients, employees, communities, and planet. Highlights of this year’s report include…

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Q1 2025 Small-Cap Market Update: Pinching Pennies

Quarterly Letters, Small Cap Strategies

Small-Cap Stocks Q1 2025 Update: Pinching Pennies Amid Tariff and Fiscal Headwinds Small-cap stocks took a step back in this quarter. This followed strong momentum after the November election. Tariff announcements created significant business uncertainty as they flipped between on again off again tariff announcements with two of our largest trading partners, Canada and Mexico. The…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Tax-Efficient Investment Strategies for the 2025 Landscape

Wealth Management

Tax-Efficient Investment Strategies for the 2025 Landscape In today’s complex financial environment, investing wisely isn’t just about selecting the right assets—it’s also about understanding how taxation affects your returns. As we navigate 2025, several key tax-efficient considerations and strategies can help investors maximize their after-tax returns while staying compliant with current regulations. How Tax Efficiency…

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies

Small Firm, Big Impact: Riverwater Partners Ranks #3 Globally in Brand Awareness

Small Cap Strategies

We’re proud to announce that Riverwater Partners rank third among emerging firms globally in the Nasdaq eVestment Q4 2024 Brand Awareness Rankings. This places us among the top asset management firms with under $2.5 billion in Assets Under Management (AUM). Understanding the Nasdaq eVestment Rankings Brand awareness in investment management means more than just being…

Riverwater Partners | Responsible Investing | Milwaukee | Small Cap Equity Strategies | Sustainable Value

Consistent Performance Pays Off: Sustainable Value Strategy Recognized Across Multiple PSN Top Guns Categories

Small Cap Strategies

Milwaukee (Feb 27, 2024). Riverwater Partners’ Sustainable Value Strategy earned 6-stars and a Bull & Bear Master recognition on the celebrated PSN Top Guns List for Q4 2024 performance. The strategy outperformed peers across PSN’s Small-Mid Cap Universe, Mid-Cap Universe, and US Equity Socially Responsible Universe, placing it among the top performers in each category.…

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Navigating the Shifting Tariff Landscape

Small Cap Strategies

Strategy and Market Impact Analysis In recent months, tariffs have reemerged as a significant economic policy tool with potential implications for investors. At Riverwater, we’ve conducted a thorough analysis of the current landscape and its potential impact on our portfolios. Here’s our perspective on navigating these uncertain waters. Historical Context Matters Tariffs, while historically a…

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Faith-Based Investing

Responsible Investing, Small Cap Strategies

Aligning Portfolios with Christian and Other Religious Values We understand the challenges of finding investments that align with the religious values of faith-based investors. These challenges become even more profound when organizations seek to create balanced portfolios and find investors that understand and can adhere to religious guidelines. At Riverwater, we’re on a mission to…

Riverwater Partners | Responsible Investing | Milwaukee | Wealth Management

Trust Management Simplified: Guidance for Trustees to Support Beneficiaries and Honor Intent

Wealth Management

Managing a trust is about more than financial oversight—it’s about honoring the grantor’s intent, supporting beneficiaries, and ensuring that the trust document is being followed.  For trustees, this responsibility often comes alongside busy careers, family obligations, and other personal commitments. At Riverwater Partners, we understand the challenges trustees face and the importance of providing thoughtful…