Riverwater Sustainable Value Strategy Q1 2026 Portfolio Activity

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Skip to contentHome page Seeking Alpha - Power to InvestorsApr 22, 2026, 12:48 AM ETLEG, SFM, MEOH, DKS, JKHY, DOX, CIEN, AGM, WAL, MX:CA, LAZRiverwater Partners13 FollowersCommentsSummaryDuring the quarter, we initiated five positions: Leggett & Platt, Inc., Sprouts Farmers Market, Inc., Methanex, Dick's Sporting Goods, and Jack Henry & Associates.We exited several positions during the quarter, reflecting our ongoing discipline around valuation, portfolio fit, and risk management.We sold our position in Amdocs as we chose to redeploy capital toward names with more attractive upside.courtneyk/iStock via Getty ImagesThe following segment was excerpted from Riverwater Sustainable Value Strategy Q1 2026 Commentary.The Sustainable Value Strategy underperformed its benchmark, the Russell 2500 Value Index, in the first quarter.Strategy Additions & SalesNew PositionsThis article was written byRiverwater Partners13 FollowersRiverwater is Wisconsin's largest fully dedicated manager of socially responsible investments, serving families, consultants, financial advisors, and foundations. The firm applies environmental, social and governance (ESG) criteria as it builds value-oriented portfolios of small, mid and large-sized companies. Riverwater's mission is to achieve superior returns through value(s) investing while also generating positive impacts on society. The Riverwater team employs a consistent proprietary process called the Riverwater Three Pillar Approach® which seeks to limit portfolio volatility and downside capture. Based in Milwaukee, Riverwater is woman-owned, employee-owned, and a Certified B Corporation™. In fact, the firm is the first and only financial services company based in WI to have this certification. Note: This account is not managed or monitored by Riverwater, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Riverwater's official channels.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.