By Soumya Eswaran

Riverwater Partners, an investment management company, released its “Sustainable Value Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here. The strategy outperformed its benchmark, the Russell 2500 Value Index, in the first quarter. The relative outperformance was primarily driven by positive stock selection, while the allocation effect also contributed positively. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its first-quarter 2025 investor letter, Riverwater Partners Sustainable Value Strategy highlighted stocks such as Pinnacle Financial Partners, Inc. (NASDAQ:PNFP). Headquartered in Nashville, Tennessee, Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) is a bank holding company for Pinnacle Bank. The one-month return of Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) was 3.76%, and its shares gained 39.44% of their value over the last 52 weeks. On June 30, 2025, Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) stock closed at $110.41 per share, with a market capitalization of $8.563 billion.

Riverwater Partners Sustainable Value Strategy stated the following regarding Pinnacle Financial Partners, Inc. (NASDAQ:PNFP) in its Q1 2025 investor letter:

"We recycled the Carlyle proceeds into Pinnacle Financial Partners, Inc. (NASDAQ:PNFP). Pinnacle is a high performing regional bank headquartered in Nashville, Tennessee, with a relationship-centric business model focused on commercial and affluent clients across the Southeast.