Here’s What Lifted Haemonetics (HAE) in Q3

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q3 2026 investor letter. The letter can be downloaded here. The strategy underperformed the Russell 2500 Value Index in Q3 2026, mainly because AI- and data-center-related holdings fell despite some strong company results. Health Care stock selection helped offset weakness in Technology and Energy. The fund reduced semiconductor exposure and made several portfolio changes, including new positions...