Do You Believe in the Upside Potential of American Vanguard Corporation (AVD)?

Core Insights - Riverwater Partners' Micro Opportunities Strategy reported solid absolute returns in Q3 2025 but lagged behind the benchmark due to not keeping pace with the market rally [1] - The strategy continues to focus on quality companies amid a volatile environment [1] Company Overview: American Vanguard Corporation (NYSE:AVD) - American Vanguard Corporation is a diversified specialty and agricultural products company, manufacturing chemicals for crops, turf, ornamental plants, and health protection for humans and animals [3] - The company has faced depressed valuations due to concerns about agricultural market conditions and regulatory pressures, despite serving essential markets with recurring demand [3] - AVD's recent hiring of a new CEO aims to improve operational efficiency and reduce costs, which is expected to drive margin expansion as revenue stabilizes [3] Financial Performance - In Q3 2025, American Vanguard Corporation reported revenue of $119 million, a slight increase from $118 million in Q3 2024 [4] - The stock experienced a one-month return of -14.8% and a 52-week loss of 12.20%, closing at $4.0200 per share with a market capitalization of $114.727 million on December 15, 2025 [2] Market Position - American Vanguard Corporation was held by 17 hedge fund portfolios at the end of Q3 2025, a decrease from 19 in the previous quarter [4] - The company is not listed among the 30 most popular stocks among hedge funds [4]