U.S. Small Cap Equity

January resulted in a reversal of 2022 trends.

  • Buying what underperformed in 2022 has been the best strategy YTD in 2023.
  • Strong performance from highly shorted names, higher leveraged balance sheets and higher beta stocks indicates a major reversal in risk seeking from 2022.
  • Dividend strategies underperformed low valuation, both trailed high valuation.
  • Long duration growth outperformed with long term interest rates declining.

US Large Cap experienced similar trends while International Small Cap reversal was not as broad. All charts are available in the FULL REPORT.

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

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