CornerCap Institutional Research on the benefits of Small-Cap Value in investor portfolios. Style matters over various economic environments. Small-cap value does better than small-cap growth in most macro regimes.
U.S. Small Cap Equity January resulted in a reversal of 2022 trends. Buying what underperformed in 2022 has been
Fundametrics® Large Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter and
Fundametrics® Smid Cap Equity Q4 2022 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy finished the year with
Fundametrics® Small Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the quarter
U.S. Small Cap Equity 2022 was marked by Value leadership. It continued in December. Low valuation continued its leadership into
Monthly Highlight: U.S. Small Cap Equity Low Valuation Provided Leadership in November Low valuation was a leading style in
Monthly Highlight: U.S. Small Cap Equity Low Valuation, Dividends and High Beta Low valuation
Fundametrics® Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -5.14% for the
Monthly Highlight: U.S. Small Cap Equity Markets Dominated by Inflation Fears High valuation dominated by Software and Healthcare. Strong
