Riverwater Sustainable Value Strategy’s Q2 2026 Investor Letter

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q2 2026 investor letter. Small-cap stocks achieved their best first-half performance since 1991, with the Russell 2500 Value Index rising 17%, driven by the technology sector. The Sustainable Value Strategy underperformed its benchmark in the second quarter. The shortfall was driven almost entirely by stock selection, particularly the absence of SanDisk (SNDK), which rose approximately 720% year...