Riverwater Files Letter in Support of SEC Climate Rule

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.…

Riverwater ESG SMID Value Strategy Celebrates 5 Year Milestone

Research team looks ahead as Riverwater Partners’ SMID Value Strategy reaches five-year milestone Chief Investment Officer Adam Peck says industry’s lack of ESG focus in small-cap value is inconsistent with value-investing mindset  Milwaukee, October 13, 2021 – Riverwater Partners’ flagship ESG Small & Mid Cap (SMID) Value Strategy marked its five-year anniversary at the end…

Q1 2018 Defensive Investing

The first quarter could very well turn out to be a memorable inflection point in this 10-year bull market. The broad indices ended their nine-quarter streak of positive returns, volatility returned with markets moving up or down with much greater magnitude, and the bull market leaders Facebook, Apple, Amazon, Netflix and Google are not looking…