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Riverwater Sustainable Value Strategy's investment thesis on MSA Safety, Inc. ($MSA) — Q2 2025 | Buyside Digest

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$MSANYSEMSA Safety, Inc.

BULL

Riverwater Sustainable Value Strategy—MSA

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$194.29USD

+3.0% vs last month

$175.77Pitched

+10.5% since pitch

Market Cap$7.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Sustainable Value Strategy underperformed the Russell 2500 Value Index in Q2 2025 due to adverse stock selection during a speculative, lower-quality market rally. Despite the quarter's...

— Adam J. Peck, CFA

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