Core Insights - Riverwater Partners' Small Cap Strategy reported solid results for Q3 2025 but lagged behind the benchmark due to the market's preference for lower-quality companies [1] - The strategy focuses on higher-quality companies with strong fundamentals, consistent revenue, and a clear path to profitability, positioning itself well for challenging market conditions [1] Company Highlights - Belden Inc. (NYSE:BDC) is highlighted as a key stock in the Small Cap Strategy, providing connection solutions for data infrastructures [2] - Belden Inc. achieved a one-month return of 12.46% and a 52-week share value increase of 2.27%, with its stock closing at $121.55 on December 15, 2025, and a market capitalization of $4.816 billion [2] - Founded in 1920 and public since 1939, Belden Inc. is recognized as a leading provider of network infrastructure and broadband solutions, as well as cabling and connectivity solutions for commercial audio/video and security applications [3]