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Riverwater Partners Small Cap Strategy's investment thesis on Netscout Systems Inc - US ($NTCT) — Q2 2026 | Buyside Digest

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$NTCTNASDAQNetscout Systems Inc - US

BULL

Riverwater Partners Small Cap Strategy—NTCT

Fund Letter

Q2 2026

Published July 17, 2026

View Fund Profile

$40.52USD

+8.9% vs last month

$40.00Pitched

+1.3% since pitch

Market Cap$2.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Riverwater Partners' Small Cap strategy underperformed the Russell 2000's 21% surge in Q2 2026, as the market rewarded lower-quality, high-beta stocks while the manager's quality bias and healthcare positioning created headwinds. The quarter was...

— Nathan Fredrick, CFA

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