Rewey Asset Management’s Q1 2026 Investor Letter

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the first quarter of 2026. The Composite reports a return of 9.21% in Q1 2026, outperforming the Russell 2500 Value Total Return index, which gained 4.77%.  The index rose 11.08% until late February but declined later due to the Iran conflict and rising oil prices. The Index’s performance signals a shift in investor focus from larger-cap tech stocks to undervalued and neglected small and mid-cap companies. Despite the market environment, Rewey remains unchanged in its investment philosophy, emphasizing financially robust companies that can withstand market volatility and exploit strategic opportunities. In addition, please check the Composite’s top five holdings to know its best picks in 2026.

A copy of Rewey Asset Management’s Q1 2026 investor letter can be downloaded here.