Riverwater Partners praises Bowhead Specialty Holdings for outperformance and strong strategic position

From Yahoo Finance: 2025-06-30 08:31:00

Riverwater Partners released its Q1 2025 investor letter, showing the Small Cap Core Strategy outperformed the Russell 2000. The firm focuses on bottom-up research and high-quality companies, not macroeconomic factors. Bowhead Specialty Holdings Inc. (NYSE:BOW) gained 48.57% over 52 weeks, closing at $37.29 on June 27, 2025, with a market cap of $1.222 billion.

Riverwater Partners’ Q1 2025 investor letter highlighted Bowhead Specialty Holdings Inc. (NYSE:BOW) as a strategic player in the specialty insurance market. Their business model includes a tech-enabled platform and a partnership with American Family (AmFam). Bowhead Specialty Holdings Inc. (NYSE:BOW) is not among the 30 most popular stocks among hedge funds, with 25 portfolios holding it at the end of Q1 2025.

Bowhead Specialty Holdings Inc. (NYSE:BOW) was discussed in another article, showcasing strong earnings and expected topline growth in 2025. While it’s seen as a potential investment, certain AI stocks offer greater upside with less risk. For more investor letters and insights, visit hedge fund investor letters Q1 2025.



Read more at Yahoo Finance: Here’s Riverwater Partners Small Cap Strategy’s Investment Thesis for Bowhead Specialty Holdings (BOW)