The Riverwater Partners Micro Opportunities strategy slightly underperformed its benchmark in the first quarter of 2026.
From an attribution standpoint, the portfolio's positioning in Health Care and Consumer Staples provided the largest positive contributions to relative performance during the quarter.
Conversely, results were hampered by our allocations within Information Technology and Materials.
Looking ahead, we intend to expand our exposure to the Energy and Materials sectors, moving toward overweight positions.
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Strategy Overview / Performance Summary
The Riverwater Partners Micro Opportunities strategy slightly underperformed its benchmark in the first quarter of 2026.
The first quarter of 2026 marked a notable shift in both market leadership and
