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What Makes Pinnacle Financial Partners (PNFP) a Long-Term Bet?

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark, the Russell 2500 Value Index, in the first quarter. The relative outperformance was primarily driven by positive stock selection, while the allocation effect also contributed positively. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its first-quarter 2025 investor letter, Riverwater Partners Sustainable Value Strategy highlighted...