Rewey Asset Management’s Q1 2025 Investor Letter

Rewey Asset Management, an investment management company, released its “RAM Smid Composite” first quarter 2025 investor letter. The composite declined 6.97% in Q1 2025, trailing a 5.83% decline for the benchmark Russell 2500 Value Total Return Index. Larger-cap stocks outperformed smaller ones in 1Q25, with the Russell 3000 TR value up 1.64% and the Russell 2000 TR value down 7.74%, while the RAM Smid composite is biased towards smaller-cap stocks. The significant market theme in Q1 2025 was the uncertainty surrounding the potential negative economic effects of Trump’s tariffs. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Rewey Asset Management’s Q1 2025 investor letter can be downloaded here.