Q1 2022 Market and Strategies Update This year and Q1 2022 began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the war in Europe…
2021 Year End Markets and Strategies Update Having circled the sun one more time, we are reflecting on the markets and ESG in 2021 and looking ahead to what we can expect in 2022. COVID’s Continued Impact. In 2021, the global pandemic dominated economies for a second year and brought with it seemingly lasting changes…
Riverwater’s CIO Adam Peck was quoted in Barron’s this month. Adam chatted with Barron’s reporter Daren Fonda about Gentherm, a holding in our SMID strategy. To Daren’s great introduction we’d add that Gentherm–a Michigan company that’s reinvented itself for the EV age–is a solid performer in our ESG evaluations. It’s always good to see sustainability reports coming from small caps–not to…
Q3 2021 Markets and Strategies Update Q3 2021 U.S. economic growth is estimated to be slower than it was in Q2 2021, driven by a confluence of events – labor shortages, supply chain issues, spikes in COVID cases and rising energy costs. While COVID cases appear to be declining, we are still waiting longer for…
Research team looks ahead as Riverwater Partners’ SMID Value Strategy reaches five-year milestone Chief Investment Officer Adam Peck says industry’s lack of ESG focus in small-cap value is inconsistent with value-investing mindset Milwaukee, October 13, 2021 – Riverwater Partners’ flagship ESG Small & Mid Cap (SMID) Value Strategy marked its five-year anniversary at the end…
Q2 2021 Market Update Inflation is real. If you have experienced sticker shock this year purchasing food, renting cars, or simply getting your haircut, you are not alone. Used car prices are up over 34% in the last year and rental car rates are now commonly $150 to $400 per day depending on location, compared…
Advisor Perspectives. May 26, 2021. What if a baseball team trades away its all-stars year after year and replaces them with rookies or aging veterans? That’s the problem with using the Russell 2000 as a small-cap benchmark. Better to let your winners run—and benchmark to the Russell 2500 instead. Don’t miss Riverwater co-founder & CIO…
Q1 2021 Market Update The first quarter of 2021 saw individual investors participate in the market at levels not seen in over 20 years. Their collective buying helped propel equity markets to new highs. It’s important to remember that markets are auction markets, with fixed supply. Therefore, when there are more buyers than sellers, prices…
Advisor Perspectives, February 1, 2021 Burton Malkiel, esteemed author of the classic investing book A Random Walk Down Wall Street is one of the more prominent critics of environmental-, sustainable- and governance-based (ESG) investing. He called ESG investing a “self-defeating” strategy in a recent Wall Street Journal column. But Malkiel and other detractors who claim ESG is a fad…
An Unimaginable Year in Review and 2021 Outlook An Unimaginable Year As we review 2020 and position for the future, it goes without saying that the past year was exceptional and unpredictable. Who in their right mind could have imagined a global pandemic, racial injustice protests, the worst economic decline in history and a contentious…
