Riverwater Partners Sustainable Value Strategy’s Q4 2024 Investor Letter

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q4 2024 investor letter. The strategy outperformed its benchmark, the Russell 2500 Value Index, over the past year. The relative outperformance was mainly driven by positive stock selection while allocation effect also contributed positively. The strategy also outperformed its benchmark in Q4. Both the allocation impact and the selection effect contributed equally to the relative positive returns. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of RiverWater Partners Sustainable Value Strategy’s Q4 2024 investor letter can be downloaded here.