Q2 2025 Market Paradox: Trade Chaos (Check ✔), Market Rally (Check ✔) The quarter brought the paradoxical combination of unprecedented global trade volatility with surprisingly resilient market performance. From the United States’ military engagement with Iran—which counterintuitively drove oil prices below pre-war levels—to the dramatic “TACO trade” saga where Liberation Day tariffs sparked violent market…
Riverwater’s Approach to Integrating Catholic Values Faith-based universities, foundations, and individuals seek to align their investments with their values while earning a market rate of return. This pursuit of performance with purpose aligns well with Riverwater Partners’ mission: “To make the world a better place by growing wealth through responsible investing.” Catholic institutions often follow…
Riverwater Partners Earns Elite PSN Top Guns Recognition for Sustainable Value Strategy in Q1 2025 Milwaukee (May 19, 2025). Riverwater Partners’ Sustainable Value Strategy achieved outstanding recognition with multiple awards on Zephyr’s prestigious PSN Top Guns List for Q1 2025. The strategy ranked among the top performers across several key investment categories, reinforcing Riverwater’s leadership…
Non-Correlated Growth: Finding Companies That March to Their Own Beat In today’s highly correlated markets, finding companies that dance to their own rhythm is becoming increasingly valuable for investors seeking resilience through market cycles. At Riverwater Partners, we’ve built our investment approach around identifying businesses with truly idiosyncratic growth drivers – companies whose success hinges…
Let Your Winners Run: Why SMID-Cap Investing May Be the All-Star Strategy Your Portfolio Needs – Picture a baseball team forced to trade their all-stars just as they hit their stride. Each season, rising stars who drove the team’s success are replaced with rookies or aging veterans – a strategy that would cripple any franchise’s…
Limoneira: Turning Lemons into Guacamole – At Riverwater Partners, we focus on idiosyncratic investment opportunities—overlooked or misunderstood cases where hidden catalysts can unlock asymmetric returns. Our research process favors fundamental analysis, contrarian perspectives, and a disciplined search for companies where hidden catalysts are poised to drive outsized long-term value. An Idiosyncratic Value Opportunity Overlooked by the…
Faith and Finance: The Proven Success of Catholic Mandate Investing The question that many faith-based investors ask is straightforward yet profound: “Can I achieve competitive returns while remaining faithful to my Catholic values?” For years, conventional wisdom suggested a trade-off between values-aligned investing and financial performance. However, mounting evidence now challenges this assumption, demonstrating that…
Small-Cap Stocks Q1 2025 Update: Pinching Pennies Amid Tariff and Fiscal Headwinds Small-cap stocks took a step back in this quarter. This followed strong momentum after the November election. Tariff announcements created significant business uncertainty as they flipped between on again off again tariff announcements with two of our largest trading partners, Canada and Mexico. The…
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.…
