Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q1 2026 investor letter. In Q1 2026, the Riverwater Sustainable Value Strategy underperformed the Russell 2500 Value Index. The underperformance was driven entirely by stock selection, while sector allocation contributed positively. The quarter demonstrated a strong small-cap market with an 11.1% return until February, but later the strategy lagged by over 5%, following geopolitical events. Despite this, relative performance improved, indicating strong downside protection. Looking ahead,...
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