| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2021 Q4 | - | Riverwater Sustainable Value Strategy | - | - | AEM, ATKR, BLDR, CIEN, CMBM, CRL, CTT, EEFT, HASI, INFU, JLL, LEVI, RDHL, REGI, THRM, VRS, ZBRA | Electric Vehicles, Esg, Quality, SMID Cap, sustainability, value | THRM LEVI RDHL VRS ATKR |
View | |
| 2022 Q1 | - | Riverwater Sustainable Value Strategy | - | - | ATKR, AZZ, BLDR, CFR, CIEN, CNX, CRL, CROX, DGX, FMC, INFU, LEVI, NWE, PNW, REGI, SIVB, SNEX, SPR, UHAL, VRS | aerospace, energy, Esg, healthcare, inflation, small caps, Utilities, value | CROX AZZ SPR |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jun 15, 2026 | Fund Letters | Riverwater Sustainable Value Strategy | Verso Corp | Other | Paper Products | Bull | New York Stock Exchange | acquisition target, Cyclical Recovery, M&A, materials, Paper Products, Value | View Pitch |
| 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. | ||||||||