Riverwater Partners, an investment management company, released its "Micro Opportunities Strategy" Q2 2026 investor letter. In Q2 2026, the Micro Opportunities strategy underperformed the Russell Microcap Index, despite a positive absolute result. In its Q2 2026 investor letter, Riverwater Micro Opportunities Strategy highlighted Allot Ltd. (NASDAQ:ALLT). On July 24, 2026, Allot Ltd. (NASDAQ:ALLT) closed at $7.65 per share, reflecting a market capitalization of $374.26 million. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.