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 | YTD | 1 YR | 3 YR | 5 YR | Since Inception | |
|---|---|---|---|---|---|---|
| Composite (gross) | 5.71% | 2.05% | 15.41% | 19.13% | 17.77% | 12.14% |
| Composite (net) | 5.44% | 1.55% | 14.27% | 17.95% | 16.60% | 11.03% |
| Russell 2500 Value | 7.29% | 1.03% | 10.47% | 10.69% | 13.95% | 8.12% |
| Russell 2000 Value | 4.97% | -3.16% | 5.53% | 7.75% | 12.13% | 7.13% |
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 | YTD | 1 YR | 3 YR | 5 YR | Since Inception | |
|---|---|---|---|---|---|---|
| Composite (gross) | 6.69% | -3.55% | 9.89% | 6.52% | 16.41% | 9.25% |
| Composite (net) | 6.43% | -4.03% | 8.80% | 5.46% | 15.25% | 8.17% |
| Russell 2000 | 8.50% | -1.79% | 7.68% | 10.00% | 10.03% | 5.32% |
| iShares Microcap ETF (IWC) | 15.39% | -1.25% | 13.12% | 8.30% | 9.01% | 4.61% |
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) | 5.18% | -3.08% | 8.11% | 15.31% |
| Composite (net) | 4.92% | 8.50% | -1.79% | 7.68% |
| Russell 2000 | 8.50% | -1.79% | 7.68% | 6.61% |
Strategy Webinars
Q1 2025
PRIOR WEBINARS
