2023 October Style Points
Featured: US Small Cap Low Beta demonstrating defensive characteristics after underperforming for most of the year. After underperforming for most
3Q 2023 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 3Q 2023 Performance Summary and Observations The Fundametrics Large Cap Equity strategy outperformed the Russell 1000
3Q 2023 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 3Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy outperformed both the Russell
2023 September Style Points
Featured: US Large Cap The trend continues: Low Valuation > High ValuationHigher long-term interest rates negatively impacting long-duration growth stocks!
2023 August Style Points
Featured: US Small Cap Low Valuation > High Valuation in August Low valuation and dividend yield outperformed
White Paper: Tax-Efficient Equity Investing
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.
2023 July Style Points
Featured: US Large Cap Factor Trends Consistent Across Markets Low valuation and dividend yield benefiting from strong performance
2Q 2023 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter slightly
2Q 2023 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the quarter
2023 May Style Points
US Large Cap Equity Growth > Value and Large > Smaller High Valuation outperformed low valuation and dividend yield. Continuing