MOD - Riverwater Sustainable Value Strategy Q2 2024 Commentary

2024-07-16 12:15:00 ET

Summary

• The Sustainable Value Strategy outperformed its benchmark for the quarter and year-to-date period.
• Pockets of opportunity exist for small caps supplying AI hyperscalers in chip development and data center construction.
• We believe there is tremendous opportunity across all sectors to use AI to improve productivity and growth for companies.
• Just as the internet revolutionized business practices in the late '90s, we anticipate AI will have a similar transformative impact.

Introduction

The Sustainable Value Strategy outperformed its benchmark for the quarter and year-to-date period. ( Click here for Q2 2024 Factsheet with detailed performance reports)....

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