Jeffrey P. Moeller, CFA, Author at CornerCap Institutional

2Q 2024 Fundametrics® Small Cap Commentary

By Jeffrey P. Moeller, CFA|2024-07-16T16:00:54-04:00July 16th, 2024|

Fundametrics® Small Cap Equity 2Q 2024 Performance Summary and Observations The Fundametrics® Small Cap Value strategy trailed its benchmark, the

By Jeffrey P. Moeller, CFA|2024-07-02T10:05:04-04:00July 2nd, 2024|

Featured: U.S. Large Cap Market continues to be dominated by a few names Artificial Intelligence (AI) stocks have better growth

By Jeffrey P. Moeller, CFA|2024-05-13T17:18:15-04:00May 13th, 2024|

Fundametrics® Smid Cap Equity Q1 2024 Performance Summary and Observations The Fundametrics® SMID Cap Value strategy exceeded its benchmark,

By Jeffrey P. Moeller, CFA|2024-05-03T11:12:20-04:00May 3rd, 2024|

Featured: U.S. Small Cap Volatility returns Volatility returned in April after a period of calm. Markets reacted negatively to persistent

By Jeffrey P. Moeller, CFA|2024-05-03T11:15:31-04:00April 17th, 2024|

Fundametrics® Large Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter

By Jeffrey P. Moeller, CFA|2024-07-16T16:04:36-04:00April 10th, 2024|

Fundametrics® Small Cap Equity 1Q 2024 Performance Summary and Observations The Fundametrics® Small Cap Value strategy exceeded its benchmark,

By Jeffrey P. Moeller, CFA|2024-04-02T11:44:33-04:00April 2nd, 2024|

Featured: U.S. Large Cap Quarter Ends on Strong Note for Value March leadership came from lower valuation factors and high

By Jeffrey P. Moeller, CFA|2024-02-06T15:10:49-05:00February 6th, 2024|

Featured: US Small Cap Reversal from December Trends Higher quality and strong price momentum provided the leadership in January. Positive

By Jeffrey P. Moeller, CFA|2024-04-17T16:34:20-04:00January 25th, 2024|

Fundametrics® Large Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter and the

By Jeffrey P. Moeller, CFA|2024-05-13T17:17:40-04:00January 24th, 2024|

Fundametrics® Smid Cap Equity Q4 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 14.06% for 4Q