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...