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…
In 2011, only 20% of S&P 500 Index companies issued a sustainability report. By 2019, that figure had quadrupled to 90%. One driver of this change is investor demand. As more people seek to invest in alignment with their values, companies have responded by providing more information. Another driver is recognition by company management teams…
[This] response to the COVID-19 health crisis is one example of how ESG efforts undertaken by public companies can benefit not only societies in which they operate, but the corporate shareholders as well. — As COVID-19 continues to spread and severely impact the economy of the United States and other countries around the world, Quest…
Riverwater Partners believes that sustainable companies perform better. Our highly integrative process can enable our clients to invest according to their values while also opening up the possibility of not only no performance disadvantage but, as is our goal over the long term, a performance advantage. For many years, the primary approach taken by “responsible”…
Survival of the Fittest The market rally that began in March continues its historic run. In stark contrast with what is happening on Main Street, Wall Street has performed exceptionally well, with the S&P 500 posting its best two consecutive quarters in the last 20 years! That incredible performance has not been uniform across all…
