4Q 2023 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy trailed the Russell 2000
2023 December Style Points
Featured: US Large Cap Mixed leadership during the month of December. Neither high nor low valuation provided much distinction during
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
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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