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Riverwater Partners initiated a position in NetScout Systems (NTCT) in Q2 2026, viewing it as an undervalued digital transformation beneficiary.
The investment management company disclosed in its Q2 2026 investor letter that it began building a position in NetScout Systems (NASDAQ:NTCT) in April. Riverwater Partners highlighted NetScout Systems as a durable software business with deeply embedded customer relationships, providing service assurance and cybersecurity solutions based on its deep packet inspection technology. The firm believes NTCT offers an attractive valuation compared to high-growth competitors, providing disciplined exposure to secular technology tailwinds like cybersecurity without speculative multiples.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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