Rewey Asset Management Q2 2025 Investment Letter
Source: SeekingAlpha
2025-07-22 03:40:00 ET
Our RAM Smid composite gained 6.11% in 2Q25, slightly trailing the Russell 2500 Value Total Return index which rose 7.29%. Given the strategy’s concentrated nature, with 28 positions at quarter end, some performance variability relative to the benchmark is expected. On a year-to-date basis, the RAM Smid composite returned -1.29% vs. 1.03% for the Russell 2500 Value Total Return index....
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Rewey Asset Management Q2 2025 Investment Letter
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