Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q2 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed its benchmark, the Russell 2500 Value Index, in the second quarter. The underperformance was primarily driven by stock selection, while the allocation effect had a small positive impact. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second-quarter 2025 investor letter, Riverwater Sustainable Value Strategy highlighted stocks such as Everus...
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