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.…
Strategy and Market Impact Analysis In recent months, tariffs have reemerged as a significant economic policy tool with potential implications for investors. At Riverwater, we’ve conducted a thorough analysis of the current landscape and its potential impact on our portfolios. Here’s our perspective on navigating these uncertain waters. Historical Context Matters Tariffs, while historically a…
Aligning Portfolios with Christian and Other Religious Values We understand the challenges of finding investments that align with the religious values of faith-based investors. These challenges become even more profound when organizations seek to create balanced portfolios and find investors that understand and can adhere to religious guidelines. At Riverwater, we’re on a mission to…
Small-Cap Returns in 2024: Breaking a 46-Year Pattern Small caps logged respectable returns in 2024, but like a broken record, took another turn and lagged behind their large cap brethren. That is neither awe inspiring nor shocking given small caps’ 14-year relative underperformance run. What is truly shocking is that the Russell 2000’s 11.5% return…
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…
At Riverwater Partners, we’re proud to announce our recent recertification as a Certified B Corp! This achievement marks another chapter in our mission to make the world a better place by growing wealth through sustainable investing. A Shared Vision for a Better World Riverwater became Milwaukee’s first registered B Corporation in 2018, and since then,…
Small-cap stocks outperformed most major asset classes this quarter—such a rare event we can hardly remember the last time it happened! Interestingly, the majority of this performance occurred during a brief five-day trading window in early July, when small-caps surged 12%. That spike is significant, because it highlights how far small-caps had fallen behind and …
As a boutique small-cap manager focused on responsible investing, we’ve seen firsthand the challenges small-cap companies face in publishing sustainability data. But, since our inception in 2016, the tide has been shifting. The rapid growth of small-cap companies reporting on sustainability is evident. Yet, a critical gap remains: there’s still a lack of transparency on…
This quarter, we are honored to present a special reflection letter penned by Greg Wait, as he marks his retirement after a distinguished investing career. His unwavering commitment to our clients and his passion for responsible investment have left a mark on our firm and the broader investment community. As Greg shares some of the…
