Featured: US Small Cap

Low Beta demonstrating defensive characteristics after underperforming for most of the year.

  • After underperforming for most of the year, lower beta stocks regained their defensive characteristics.
  • Sectors with higher dividend yields also underperformed most of the year as interest rates rose. October provided a reprieve.
  • Low-value and high-quality seemed to be investor’s preference over strong momentum and high growth.
  • Trends were largely consistent across US Large and International Small. All charts can be accessed in the FULL REPORT.

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

Access to report DISCLOSURES.