2025 | Riverwater Partners

Riverwater Partners Earns Elite PSN Top Guns Recognition for Sustainable Value Strategy in Q1 2025

Small Cap StrategiesBy Matt Drvaric June 2, 2025

Milwaukee (May 19, 2025). Riverwater Partners’ Sustainable Value Strategy achieved outstanding recognition with multiple awards on Zephyr’s prestigious PSN Top Guns List for Q1 2025. The strategy ranked among the top performers across several key investment categories, reinforcing Riverwater’s leadership in responsible, risk-adjusted investing. Riverwater Sustainable Value Strategy Earns Exceptional Recognition Small-Mid Cap Universe: Bull…

The Trustee’s Dilemma: Why Good Intentions Aren’t Enough

Trustee Services, Wealth ManagementBy Brian Gigl May 30, 2025

When a friend or family member names you as trustee, it feels like an honor—a profound sign of trust and respect. But along with that honor comes something they rarely mention upfront: the keys to somebody’s financial legacy, a 100-page legal document written in dense legalese, anxious beneficiaries with competing needs, and the constant shadow…

The All-Star SMID-Cap Investing Strategy

Small Cap StrategiesBy Adam Peck May 22, 2025

Let Your Winners Run: Why SMID-Cap Investing May Be the All-Star Strategy Your Portfolio Needs – Picture a baseball team forced to trade their all-stars just as they hit their stride. Each season, rising stars who drove the team’s success are replaced with rookies or aging veterans – a strategy that would cripple any franchise’s…

The Anatomy of an Idiosyncratic Opportunity: Limoneira (LMNR)

Small Cap StrategiesBy Adam Peck May 13, 2025

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…

Introducing Riverwater Partners’ 2024 Sustainability Report

Responsible Investing, Riverwater UpdatesBy Adam Peck April 22, 2025

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…

Q1 2025 Small-Cap Market Update: Pinching Pennies

Quarterly Letters, Small Cap StrategiesBy Adam Peck April 11, 2025

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…

Q1 2025 Wealth Management Letter: The Art of the Tariff

Wealth ManagementBy Connor Doak April 4, 2025

The Art of the Tariff (April 4, 2025). As we close the books on the first quarter of 2025, markets find themselves adjusting to a wave of policy-driven uncertainty—most notably, a broad and aggressive shift in U.S. tariff and trade policy. While economic data through March remained relatively stable, the early-April announcement of sweeping tariffs…

Tax-Efficient Investment Strategies for the 2025 Landscape

Wealth ManagementBy Brian Gigl March 26, 2025

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…

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

Small Cap StrategiesBy Matt Drvaric March 12, 2025

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…

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

Small Cap StrategiesBy Matt Drvaric February 27, 2025

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.…

Yearly Archives: 2025