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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | ATKR, AZZ, CROX, HDSN, ICFI, IRDM, LECO, LMNR, LPX, MOD, NYCB, PLXS, QCOM, TALO, WAL | AI, Data centers, Electrical, Energy Transition, industrials, Quality, small caps, value | Small-caps continued what appears to be a new bull market since hitting bottom last October. Small-caps still have significant ground to cover, having last peaked in 2021, while large-caps have continued to hit record highs. The manager believes they're in the 9th inning of large-cap outperformance and the next five and ten-year outlook for small versus large appears highly enticing. | ATKR |
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| 2024 Q1 | Apr 15, 2024 | Riverwater Micro Opportunities Strategy | -0.4% | -2.8% | ASLE, CRAI, HBIO, HDSN, LEU, LMAT, LMNR, MEC, NYCB, PGY, PWP, TGLS, VECO | AI, Banking, healthcare, industrials, Microcap, SPACs, uranium, value | Manager views CRE challenges as largely manageable, confined to major cities with lower-grade office spaces or multifamily units. The NYCB situation is assessed as unique to New York's CRE market and rent-controlled multifamily units. This presents an opportunity to potentially add banks that have been unjustly discounted in the market turmoil. | CRAI ASLE PGY |
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| 2023 Q4 | Dec 31, 2023 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ALIT, CARG, CCCC, CCSI, EVRI, HDSN, MATX, MIR, QDEL, RBA, SKIN, SONX, TPB | Biotechnology, gaming, growth, healthcare, small cap, technology, value | The fund holds C4 Therapeutics, a biotechnology firm specializing in protein degradation therapies for cancer treatment. The company has three treatments in early-stage clinical trials targeting multiple cancers and announced a formal agreement with Merck for co-development. Positive clinical readout on a leading compound provided encouraging signals for therapeutic efficacy. | CCCC CARG MRAD |
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| 2023 Q3 | Sep 30, 2023 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ALIT, ALKT, CCCS, HCCI, HDSN, MATX, MIR, QDEL, RBA, TPB | growth, healthcare, industrials, small caps, technology | View | ||
| 2024 Q2 | Jun 30, 2024 | Riverwater Sustainable Value Strategy | -0.6% | 7.9% | AMKR, ATKR, CRL, DOX, EVTC, HDSN, LMNR, LPX, MOD, NYCB, VECO | Agriculture, AI, semiconductors, small caps, sustainability, technology, value | The manager sees tremendous opportunity for companies to use AI to improve productivity and growth, though most management teams are unprepared to implement it effectively. Three of their best performers provide picks and shovels to make AI happen: Amkor Technologies, Modine Manufacturing, and Veeco Instruments. | LMNR VECO |
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| 2023 Q1 | Mar 31, 2023 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | ACVA, ALBO, CCSI, FTDR, HDSN, PMVP | - | View | ||
| 2022 Q4 | Jan 31, 2023 | Meridian Small Cap Growth Fund | 6.2% | 0.0% | DICE, HDSN, OMCL, SYNH, TIL | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||