Our asset management team based in Milwaukee, WI actively manages two Small Cap equity strategies for institutional and individual investors. We apply a value-oriented approach to responsible investing using our disciplined research process, the Three Pillar Approach.®
Riverwater Sustainable Value Strategy
The Riverwater Sustainable Value Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2500 Value Index. The Riverwater Sustainable Value Strategy holds 20-35 small and mid-sized companies generally between a range of $250mm and $20B in market capitalization.
Riverwater Micro Opportunities Strategy
The Riverwater Micro Opportunities Strategy seeks to provide attractive risk-adjusted returns versus its benchmark, the Russell 2000 Index. The Micro Opportunities Strategy holds 20-40 Micro Cap companies generally between a range of $50mm and $2B in market capitalization.
Strategy Webinars
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
QUESTIONS?: Learn more about Riverwater strategies
