Riverwater Partners’ asset management team based in Milwaukee, WI actively manages three small-cap equity strategies for institutional and individual investors. We apply a value-oriented approach to responsible investing using our disciplined research process.
Riverwater Sustainable Value Strategy
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 holds 25-40 small and mid-sized companies generally between a range of $500 million and less than $15B in market capitalization at initial purchase.
| 3 mo | 1 YR | 3 YR | 5 YR | Since Inception | |
|---|---|---|---|---|---|
| Composite (gross) | 2.59% | 22.80% | 10.86% | 15.78% | 12.64% |
| Composite (net) | 2.34% | 21.58% | 9.77% | 14.64% | 11.52% |
| Russell 2500 Value | -0.26% | 10.98% | 3.81% | 8.44% | 8.50% |
| Russell 2000 Value | -1.06% | 8.05% | 2.49% | 7.61% | 7.99% |
Riverwater Micro Opportunities Strategy
The Riverwater Micro Opportunities Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2000 Index. The Micro Opportunities Strategy holds 20-40 Micro Cap companies generally below $1.5 billion in market capitalization at initial purchase.
| 3 mo | 1 YR | 3 YR | 5 YR | Since Inception | |
|---|---|---|---|---|---|
| Composite (gross) | 3.16% | 11.39% | -1.41% | 15.70% | 10.56% |
| Composite (net) | 2.90% | 10.29% | -2.39% | 14.55% | 9.52% |
| Russell 2000 | 0.33% | 11.54% | 1.24% | 7.40% | 6.04% |
| iShares Microcap ETF (IWC) | 5.81% | 13.46% | -0.51% | 6.28% | 5.18% |
Riverwater Small Cap Strategy
The Riverwater Small Cap Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2000 Index. The Small Cap Strategy holds 25-45 small-cap companies generally greater than $250 million and less than $5 billion in market capitalization at initial purchase.
| 3 mo | YTD | 1YR | Since Inception | |
|---|---|---|---|---|
| Composite (gross) | -0.05% | 18.46% | 18.46% | 20.27% |
| Composite (net) | -0.29% | 17.28% | 17.28% | 19.08% |
| Russell 2000 | 0.33% | 11.54% | 11.54% | 8.83% |
Strategy Webinars
Q4 2024
PRIOR WEBINARS
