ESG Asset Management for Individuals and Institutions
Our experienced ESG asset management team based in Milwaukee, WI actively manages three distinct separate account strategies. We apply a value-oriented approach to ESG investing using our disciplined research process, the Three Pillar Approach.®
LONG-TERM INVESTING
To us, asset management means we are business owners not stock traders. We strive to hold our investments for the long term. By limiting turnover, we can minimize execution costs, tax inefficiencies and compound after-tax returns.
FOCUSED PORTFOLIOS
We manage focused portfolios that invest between 20-35 names. Studies have shown that focused portfolios generate superior risk-adjusted returns.
RESPONSIBLE INVESTMENT
It is our goal to ensure your assets are invested for the long-term and given the opportunity to align with businesses that enhance our world for the next generation. We are proud to be members of the USSIF and signatories to the PRI Association and CDP Worldwide.
INVESTING BESIDE YOU
The partners at Riverwater believe in eating our own cooking and proudly invest our personal assets beside yours in Riverwater strategies.
We create a watchlist of companies that we believe have enduring franchises. The list is created through management meetings, intensive reading of company filings, media sources and screening. Our screens focus on companies that earn their cost of capital and have grown sales over the last 10 years. Companies that are attractively valued are further vetted using the Riverwater Three Pillar Approach®.
PILLAR
ONE
EXCEPTIONAL MANAGEMENT TEAMS
We focus on teams that exhibit a history of making wise capital allocation decisions and are aligned with shareholders.
PILLAR
TWO
SUPERIOR BUSINESS
We look for unique and sustainable businesses with defensible moats allowing them to consistently earn and exceed their cost of capital.
PILLAR
THREE
ATTRACTIVE VALUATION
Companies should be able to consistently generate or grow free cash flow throughout an economic cycle with flexible balance sheets. We prefer to pay either at or below market multiples on earnings.
ESG SMALL & MID CAP (SMID) VALUE STRATEGY
The Riverwater ESG SMID Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Value Index. The Riverwater ESG SMID Value Strategy holds 20-35 small and mid-sized companies generally between a range of $250mm and $20B in market capitalization. SMID FACTSHEET
ESG MICRO CAP OPPORTUNITIES (MICRO) STRATEGY
The Riverwater ESG Micro Cap Opportunities Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2000 Index. The ESG Micro Cap Opportunities Strategy holds 20-40 micro cap companies generally between a range of $50mm and $2B in market capitalization. MICRO FACTSHEET
ESG LARGE VALUE STRATEGY
The Riverwater ESG Large Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 1000 Value. The ESG Large Value Strategy holds 20-35 holdings with market capitalizations generally above $15B. We focus on dividend paying equities that have a history of growing their dividend. LARGE VALUE STRATEGY FACTSHEET