We’re proud to announce that Riverwater Partners rank third among emerging firms globally in the Nasdaq eVestment Q4 2024 Brand Awareness Rankings. This places us among the top asset management firms with under $2.5 billion in Assets Under Management (AUM). Understanding the Nasdaq eVestment Rankings Brand awareness in investment management means more than just being…
Milwaukee (Feb 27, 2024). Riverwater Partners’ Sustainable Value Strategy earned 6-stars and a Bull & Bear Master recognition on the celebrated PSN Top Guns List for Q4 2024 performance. The strategy outperformed peers across PSN’s Small-Mid Cap Universe, Mid-Cap Universe, and US Equity Socially Responsible Universe, placing it among the top performers in each category.…
We are excited to announce that the Riverwater Small Cap Strategy has been featured in Emerging Manager Monthly. This recognition comes as part of a significant achievement: Maryland State Retirement and Pension System has included us in their $265.5 million domestic small-cap equity portfolio, with Riverwater Partners receiving a $61.5 million allocation. Acuitas Investments manages…
Milwaukee (November 20, 2024). Riverwater Partners’ Sustainable Value Strategy has been awarded 6-stars and a Bull & Bear Master, according to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q3 2024. Riverwater’s Sustainable Value Strategy was recognized for being among the top performers in PSN’s Small-Mid…
Competitive Strategy “Competitive strategy is about being different. It means deliberately choosing a different set of activities to deliver a unique mix of value.” – Michael Porter At Riverwater Partners, we believe that incorporating a responsible investment lens enhances traditional value investing. This approach promotes resilience, captures inefficiencies, and improves return potential. As it relates…
Five Reasons Your Nonprofit Should Invest Sustainably Leaders of nonprofit organizations spend exhaustive amounts of energy ensuring that the mission of their organization is fulfilled, and that their donor mandates are met. What many have not yet considered is how investing their endowments in socially responsible investments, also known as ESG (Environmental, Social and Governance)…
