Monthly Highlight: U.S. Small Cap Equity

Low Valuation, Dividends and High Beta


  • Low valuation was the leading style in October while higher valuations underperformed.
  • Dividends remain an investor preference.
  • Strong Price Momentum continues to show consistency across all Fundametrics strategies.
  • Higher Beta stocks, lead by Energy, performed well in a strong return environment.

US Large Cap and International Small Cap charts are also available in the FULL REPORT

Please contact Derek Tubbs at CornerCap Institutional with questions or feedback:  404-445-5117.

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