- DCTH -0.70%
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. The strategy reported solid absolute returns in the quarter but lagged the benchmark as it did not keep pace with the strong rally. The strategy continues to focus on quality companies in the volatile environment. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Riverwater Partners Micro Opportunities Strategy highlighted stocks such as Delcath Systems, Inc. (NASDAQ:DCTH). Delcath Systems, Inc. (NASDAQ:DCTH) is an interventional oncology company. The one-month return for Delcath Systems, Inc. (NASDAQ:DCTH) was 15.14%, and its shares lost 16.58% over the last 52 weeks. On December 15, 2025, Delcath Systems, Inc. (NASDAQ:DCTH) stock closed at $10.08 per share, with a market capitalization of $352.961 million.
Riverwater Partners Micro Opportunities Strategy stated the following regarding Delcath Systems, Inc. (NASDAQ:DCTH) in its third quarter 2025 investor letter:
Story Continues"Delcath Systems, Inc. (NASDAQ:DCTH) is a commercial-stage oncology company focused on liver-directed cancer therapies. Its proprietary Hepzato Kit delivers high-dose chemotherapy directly to the liver while minimizing systemic exposure, allowing for targeted treatment of metastatic cancers that primarily affect the liver. The therapy is currently approved for ocular melanoma with liver metastases, with ongoing trials such as CHOPIN including first-line use, and exploring its potential in broader indications.
Delcath Systems, Inc. (NASDAQ:DCTH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 23 hedge fund portfolios held Delcath Systems, Inc. (NASDAQ:DCTH) at the end of the third quarter, up from 21 in the previous quarter. While we acknowledge the potential of Delcath Systems, Inc. (NASDAQ:DCTH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In another article, we covered Delcath Systems, Inc. (NASDAQ:DCTH) and shared the list of fast-growing small cap stocks to buy according to analysts. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
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