Riverwater Partners Sustainable Value Strategy Q3 2026 Portfolio Update

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Skip to contentHome page Seeking Alpha - Power to InvestorsOct 27, 2026, 5:35 AM ETHAE, IDCC, STVN, EXEL, ADEA, PLXS, ECG, KBR, VMI, AZZ, LINE, BIRK, MTDR, ICLR, KNX, ICFI, AM, JKHY, BJ, DKS, CENX, DGX, SFMRiverwater Partners27 FollowersSummaryThe Sustainable Value Strategy trailed its benchmark, the Russell 2500 Value Index, in the third quarter.New positions include Lineage, Birkenstock, Matador Resources, KBR and ICON.InterDigital, Stevanato Group and Exelixis rounded out our top contributors.This article was written byRiverwater Partners27 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.