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 & Bear Master
- 1-Year and 3-Year Performance
- 4-Star, 5-Star, and 6-Star Ratings
US Equity Socially Responsible Universe:
- 3-Year Performance
Why PSN Top Guns Status Matters for Investors
PSN Top Guns awards rigorously evaluate thousands of strategies across 75 peer groups. Products are recognized through increasingly demanding screens, from 1 to 6 stars. The Bull & Bear rankings specifically highlight strategies excelling in both favorable and challenging market conditions, reflecting Riverwater’s proven ability to deliver consistent, risk-adjusted returns over extended periods.
Top Gun ratings, particularly at the 5-Star and 6-Star levels, underscore exceptional long-term performance relative to benchmarks and peer groups. The Bull & Bear Master award further emphasizes a strategy’s capability to effectively navigate market volatility, showcasing superior upside potential and downside protection.
Riverwater’s Commitment to Responsible Investing
These latest awards reaffirm Riverwater Partners’ dedicated approach to sustainable, responsible investing, delivering superior returns while aligning investment decisions with meaningful responsible investing criteria. Recognition across multiple universes, particularly the US Equity Socially Responsible category, underscores that responsible investing can consistently drive financial and societal value.
Contact Riverwater’s Institutional Team
For more information about the recent PSN Top Guns rankings or to learn more about the Riverwater Sustainable Value Strategy, please contact Matt Drvaric. We’re always available to discuss how our approach might align with your objectives.
Disclosures
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 other rating organizations 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, products, services, or firm. No compensation was provided or received for participation in or consideration of this award.
Responsible investing factors are integral to Riverwater Partners’ investment process; however, there is no guarantee that the application of these factors will enhance performance or reduce risk. The incorporation of responsible investing considerations may not always result in improved performance or align with all investor preferences.
Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal. Future performance of the strategy referenced herein is not guaranteed and may vary significantly. Information presented is subject to change without notice.
