Company Overview - Riverwater Partners, an investment management company, released its "Micro Opportunities Strategy" Q3 2025 investor letter, reporting solid absolute returns but lagging behind the benchmark due to not keeping pace with the strong market rally [1] - The strategy focuses on quality companies in a volatile environment [1] Stock Performance - Allot Ltd. (NASDAQ:ALLT) was highlighted in the investor letter, showing a one-month return of 4.45% and a significant 88.19% gain over the last 52 weeks [2] - As of December 16, 2025, Allot Ltd. closed at $8.92 per share, with a market capitalization of $431.957 million [2] Company Details - Allot Ltd. was incorporated in Israel in 1996 and has been public on Nasdaq since 2006, with a dual listing in Tel-Aviv since 2010 [3] - The company offers network security as a service (SECaaS-Allot Secure 360) and network intelligence solutions (AllotSmart) to communications service providers (CSPs) and enterprises globally [3] - Allot's multi-service platforms are utilized by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises [3] - The company's network-native security-as-a-service solution is used by millions of subscribers worldwide, serving over one billion service providers and enterprise network users across 100 countries, with 25% of Fortune 500 companies as customers [3]