Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, Riverwater Partners Micro Opportunities Strategy underperformed its benchmark. In the first quarter of 2026, rising geopolitical tensions in the Middle East and a reassessment of growth areas significantly influenced market leadership and investor sentiment. Entering 2026, the firm held a positive view of microcap equities due to improving monetary conditions and attractive valuations relative to large...
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