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…
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…
