Riverwater Partners Q3 2024 Small-Cap Strategy Webinar is on Friday Nov. 15 1PM CST. Join Portfolio Manager Adam J. Peck, CFA for a review of Q3 2024 portfolio results and portfolio positioning. Additionally, Adam will introduce Riverwater Partners' newly available small-cap strategy – the Riverwater Small Cap Strategy and discuss the nuclear space. Cindy Bohlen, CFA, Director of Responsible Investing, will discuss how several of Riverwater's portfolio companies naturally enable for AI development and green energy transition. https://hubs.la/Q02WL6sz0 #AI, #smallcaps, #sustainableinvesting, #ESG, #nuclearenergy, #investing,
Riverwater Partners
投资管理
Milwaukee，WI 570 位关注者
Investing responsibly for families, financial advisors and foundations.
关于我们
Riverwater 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. Our 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.
- 网站
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https://www.riverwaterpartners.com
Riverwater Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Milwaukee，WI
- 类型
- 私人持股
- 创立
- 2016
- 领域
- ESG Investing, Socially Responsible Investing, Value Investors、Sustainable Investing、Mid Caps、Small Caps和SMID Caps
地点
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主要
获取路线
1433 N. Water St.
Suite 303
US，WI，Milwaukee，53202
Riverwater Partners员工
动态
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Riverwater Partners didn't win with our One Clubs but we had a great time at the 6th Annual One Club Golf Tournament benefitting First Tee — Southeast Wisconsin.
Co-Founder | Chief Operating Officer | Responsible Investing Cheerleader | Perpetual Learner
Another fun One Club Golf Tournament in the books! Thanks to all who participated, First Tee — Southeast Wisconsin for being a great cause, Evan Whitcomb and Gallagher Insurance for co-sponsoring and Mother Nature for keeping us dry. See you and your one club next year!
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Driving Sustainable Wealth with Small Cap Strategies | Value Investor | Champion of Responsible Investing
In celebration of #EarthWeek, we’re highlighting our #Sustainability Report published on Monday. Today, we proudly showcase the strides our portfolio companies at Riverwater Partners are making in Environmental, Social, and Governance (#ESG) factors. These achievements are not just numbers; they represent our core values in action. ?? Environmental Stewardship: Technoglass generated 28.4 MWh of clean energy through solar installations, cutting 10,020 tons of CO2 emissions. First Solar committed to reducing water usage per watt produced by 8761% by 2028. ?? Social Responsibility: Ensuring fair treatment of employees with 78% of portfolio companies rated highly. Tennant Company, Diversity & Equity are not afterthoughts, with a median total income for females at 105% of the median income for males. Worker safety at the forefront, with significant no-incident periods across Modine Manufacturing Company’s global facilities. ?? Governance Excellence: Strong governance with 82% having formal sustainability reporting. Board diversity at 98%, ensuring varied perspectives guide companyour direction. #ESG #Sustainability #SocialResponsibility #Governance #sustainableinvesting
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Riverwater Partners' Small and Mid Cap value strategies update is tomorrow! Register below to join Adam J. Peck, CFA for a review of Q4 2023 portfolio results, an update on portfolio positioning and a deep dive into the Attractive Valuation Pillar of Riverwater's disciplined research process. Cindy Bohlen, our Director of Responsible Investing, will discuss Riverwater's engagements during the quarter. https://lnkd.in/gBMEMhvw #valueinvesting #esg #responsibleinvesting
Q4 2023 Strategies Update Webinar
riverwaterpartners.com
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Join Riverwater Partners CIO Adam J. Peck, CFA and Director of Responsible Investing Cindy Bohlen for an update on Riverwater's strategies and responsible investing engagements on Feb 13 at 1pm CST.
Q4 2023 Strategies Update Webinar
riverwaterpartners.com
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As we reflect on the past year and look ahead, we at Riverwater Partners are pleased to share insights from our latest quarterly commentary. https://lnkd.in/gVSMT-XY
Better Late Than Never
riverwaterpartners.com