Q2 2022 Market and Riverwater Strategies Update The volatility experienced in the first quarter of 2022 continued in the second quarter, with all major markets down for the first half of Q2 2022. The S&P 500 officially entered a bear market (defined by a decline of 20% from its all-time-high) as stocks had their worst first half…
Adam Peck was a featured guest on the Money Life Podcast with Chuck Jaffe. Money Life is a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Click here to listen to the interview.
SEC Seeks Public Commentary on Climate Rule This spring the SEC voted to advance a set of proposed rules requiring climate disclosure statements for all SEC-registered companies. The rule would mandate public companies to disclose standardized information about their greenhouse gas pollution. Additonally, it would require companies be more transparent with investors about climate-related risks.…
The Journey of Sustainable Investing Our 2021 Sustainability Report celebrates the journey of sustainable investing. The evolution of Sustainable Investing has been and will continue to be a journey. Sustainable Investing originally focused on excluding companies doing harm; today it also incorporates positive screening for environmental, social, and governance (ESG) metrics that reveal companies doing…
Q1 2022 Market and Strategies Update This year and Q1 2022 began with hopes that the pandemic would recede and that the global economy could begin the process of getting back to normality. Vladimir Putin had other ideas. Both stock and bond markets were down in the first quarter driven by the war in Europe…
No more forced arbitration for allegations of sexual harassment or assault In 2019, Riverwater Partners initiated engagements with several of our portfolio companies regarding the use of mandatory arbitration for allegations of sexual harassment or assault. We consider this topic essential to good corporate governance—the “G” in “ESG.” Now, in a remarkable bipartisan effort, both…
2021 Year End Markets and Strategies Update Having circled the sun one more time, we are reflecting on the markets and ESG in 2021 and looking ahead to what we can expect in 2022. COVID’s Continued Impact. In 2021, the global pandemic dominated economies for a second year and brought with it seemingly lasting changes…
Riverwater’s CIO Adam Peck was quoted in Barron’s this month. Adam chatted with Barron’s reporter Daren Fonda about Gentherm, a holding in our SMID strategy. To Daren’s great introduction we’d add that Gentherm–a Michigan company that’s reinvented itself for the EV age–is a solid performer in our ESG evaluations. It’s always good to see sustainability reports coming from small caps–not to…
Corning views sustainability as an opportunity, to increase efficiency while practicing good environmental stewardship.
Q3 2021 Markets and Strategies Update Q3 2021 U.S. economic growth is estimated to be slower than it was in Q2 2021, driven by a confluence of events – labor shortages, supply chain issues, spikes in COVID cases and rising energy costs. While COVID cases appear to be declining, we are still waiting longer for…
