Our asset management team based in Milwaukee, WI actively manages two Small Cap separate account equity strategies for institutional and individual investors. We apply a value-oriented approach to investing using our disciplined research process, the Three Pillar Approach®, while applying an ESG overlay.
We create a watchlist of companies that we believe have enduring franchises. The list is created through management meetings, intensive reading of company filings, media sources and screening. Our screens focus on companies that earn their cost of capital and have grown sales over the last 10 years. Companies that are attractively valued are further vetted using the Riverwater Three Pillar Approach.®