Sustainability Disclosure in Small Caps: Another Dimension Where the Work Matters In late 2024, we published our first comprehensive analysis of sustainability reporting across the Russell 2000, finding that roughly half of small-cap companies disclosed Environmental, Social and Governance data—a striking gap compared to the near-universal reporting among S&P 500 constituents. We’ve now updated that research,…
The Four-Year Harvest Avocado trees take three to four years to bear first fruit and four to five years to reach full production. You can’t rush biology. A farmer who plants an orchard today is making a bet on conditions years into the future—conditions that are impossible to predict with certainty. The work happens anyway,…
Shareholder Engagement Strategies: Case Studies in Active Stewardship Active Stewardship – Engagement that Creates Value for Mindful Investors As contrarian investors, we’ve learned that the most meaningful conversations often happen away from the quarterly earnings spotlight. While markets focus on short-term metrics, we engage with management teams on the fundamental questions that drive long-term value…
Bottom of the Lineup, Top of the Charts Like our hometown team, the Milwaukee Brewers, small caps have spent the better part of fifteen years out of favor—grinding out singles and doubles while mega-caps launched moonshots. This season, both are reminding us that cycles turn, and that discipline can ultimately trump pure scale. Source: Furey…
Applying Our Three-Pillar Investment Framework to an Emerging Gene Therapy Leader (October 15, 2025). By Nathan Fredrick and Devaj Mehta. At Riverwater Partners our investment process centers on a disciplined three-pillar approach: our approach: exceptional management teams, superior business, and attractive valuation. While Abeona Therapeutics (ABEO) might initially appear to challenge this framework as a…
Navigating Climate Risk: How We Use Scenario Analysis for Responsible Investing As Director of Responsible Investing, I’m proud of the unique approach we’ve crafted for integrating responsible investing into small cap equities. Today, I am pleased to present our climate change scenario analysis framework. We use this forward-looking tool to identify potential risks and uncover…
Riverwater Partners Earns Elite PSN Top Guns Recognition for Sustainable Value Strategy in Q2 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 Q2 2025. The strategy ranked among the top performers across several key investment categories, reinforcing Riverwater’s leadership…
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…
