Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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Thematic (Sector/Industry)

<ul><li>The WTR Sustainable Index was down by 0.5% W/W versus the S&amp;P 500 Index (up 1.7%), the Russell 2000 Index (down 0.8%), and the Nasdaq Index (up 1.4%).</li><li>Energy Technology (12.7% of the index) was down by 10.5%, while Industrial Climate and Ag Technology (55.2% of the index) was up by 2.0%, ClimateTech Mining was down 6.8%, and Advanced Transportation Solutions was down 2.2%.</li><li>Top 10 Performers: EFOI, IPWR, CYDVF, ROOF, PGTK, CLIR, LITM, FIX, LOOP, RE</li></ul>

The WTR Sustainable Index was down by 0.5% W/W versus the S&amp;P 500 Index (up 1.7%), the Russell 2000 Index (down 0.8%), and the Nasdaq Index (up 1.4%).Energy Technology (12.7% of the index) was down by 10.5%, while Industrial Climate and Ag Technology (55.2% of the index) was up by 2.0%, ClimateTech Mining was down 6.8%, and Advanced Transportation Solutions was down 2.2%.Top 10 Performers: EFOI, IPWR, CYDVF, ROOF, PGTK, CLIR, LITM, FIX, LOOP, RE

Weekly Sustainable Investing Surveyor - Week Ended February 23, 2024

<ul><li>The WTR Sustainable Index outperformed the broader market, rising 4.0% W/W versus the S&amp;P 500 Index (up 1.4%), the Russell 2000 Index (up 0.5%), and the Nasdaq Composite Index (up 1.7%).</li><li>Advanced Transportation Solutions (70.3% of the index) drove the index performance, rising 5.5%, while Industrial Climate and Ag Technology (22.1% of the index) was up 0.5% and Energy Technology was up 0.7%.</li><li>Top 10 Performers: PSIX, BRDS, PTRA, NGPHF, TGEN, GVP, VIHD, ENG, NIO, EFOI</li></ul>

The WTR Sustainable Index outperformed the broader market, rising 4.0% W/W versus the S&amp;P 500 Index (up 1.4%), the Russell 2000 Index (up 0.5%), and the Nasdaq Composite Index (up 1.7%).Advanced Transportation Solutions (70.3% of the index) drove the index performance, rising 5.5%, while Industrial Climate and Ag Technology (22.1% of the index) was up 0.5% and Energy Technology was up 0.7%.Top 10 Performers: PSIX, BRDS, PTRA, NGPHF, TGEN, GVP, VIHD, ENG, NIO, EFOI

Weekly Sustainable Investing Surveyor: Week Ended March 24, 2023

<ul><li>The WTR Sustainable Index underperformed the broader market, falling 4.9% W/W versus the S&amp;P 500 Index (down 2.7%), the Russell 2000 Index (down 2.9%), and the Nasdaq Composite Index (down 3.3%).</li><li>Advanced Transportation Solutions (70.2% of the index) drove the underperformance, falling 6.0% , while Energy Technology (8.3% of index) was down 5.4% and Industrial Climate and Ag Technology was down 1.9%.</li><li>Top 10 Performers: NNOMF, LMRMF, VMC.V, APPH, FIX, AROC, LOOP, KTOS, CUBXF, TPIC</li></ul>

The WTR Sustainable Index underperformed the broader market, falling 4.9% W/W versus the S&amp;P 500 Index (down 2.7%), the Russell 2000 Index (down 2.9%), and the Nasdaq Composite Index (down 3.3%).Advanced Transportation Solutions (70.2% of the index) drove the underperformance, falling 6.0% , while Energy Technology (8.3% of index) was down 5.4% and Industrial Climate and Ag Technology was down 1.9%.Top 10 Performers: NNOMF, LMRMF, VMC.V, APPH, FIX, AROC, LOOP, KTOS, CUBXF, TPIC

Weekly Sustainable Investing Surveyor: Week Ended February 24, 2023

Equity Bottom-Up

Accelerating the Circular Plastics Economy

Technology augmented investing

Lazarus Goh

Augmenting fundamental investing with technology

Open Diligence

We aim to a) increase the efficacy of investment processes with technology and b) utilize alternative data to gain an additional perspective on equity names

Forensic Accounting

Loop Industries Inc / Forensic Accounting

<ul>
<li>Generally, markets reward positive news about companies. As a result, there are tangible benefits for companies to grandstand positive news and bury negative ones, where possible</li>
<li>In this case study, we applied the Keywords Map on Loop Industries, where we picked up subtle, yet critical information that was previously missed by the broader investment community.</li>
<li>The Keywords Map compares between two annual reports and highlights <strong>information that has been newly added or removed in the latest annual report</strong>
</li>
</ul>


Generally, markets reward positive news about companies. As a result, there are tangible benefits for companies to grandstand positive news and bury negative ones, where possible
In this case study, we applied the Keywords Map on Loop Industries, where we picked up subtle, yet critical information that was previously missed by the broader investment community.
The Keywords Map compares between two annual reports and highlights information that has been newly added or removed in the latest annual report



Keywords Map: Detecting Negative News Hidden in Plain Sight

Canada

Loop Industries Inc manufactures polyethylene terephtalate plastics. The Company focuses in producing beverage bottles, consumer packaging, and polyester fiber.

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Loop Industries Inc (LOOP US)

Weekly Sustainable Investing Surveyor - Week Ended February 23, 2024

The WTR Sustainable Index was down by 0.5% W/W versus the S&P 500 Index (up 1.7%), the Russell 2000 Index (down 0.8%), and the Nasdaq Index (up 1.4%).

Water Tower Research

Weekly Sustainable Investing Surveyor: Week Ended March 24, 2023

The WTR Sustainable Index outperformed the broader market, rising 4.0% W/W versus the S&P 500 Index (up 1.4%), the Russell 2000 Index (up 0.5%),...

Water Tower Research

Weekly Sustainable Investing Surveyor: Week Ended February 24, 2023

The WTR Sustainable Index underperformed the broader market, falling 4.9% W/W versus the S&P 500 Index (down 2.7%), the Russell 2000 Index...

Water Tower Research

Accelerating the Circular Plastics Economy

KEY POINTS Targeting a $200 billion market opportunity. Loop industries has developed and is in the process of commercializing a patented process...

Water Tower Research

Keywords Map: Detecting Negative News Hidden in Plain Sight

The Keywords Map compares two annual reports and visualizes information that has been newly added or removed in a company's latest filing. We go...

Lazarus Goh

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