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
Fundametrics® Small Cap Equity 3Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy outperformed both the Russell
Featured: US Large Cap The trend continues: Low Valuation > High ValuationHigher long-term interest rates negatively impacting long-duration growth stocks!
Featured: US Small Cap Low Valuation > High Valuation in August Low valuation and dividend yield outperformed
By leveraging specific investment vehicles or accounts, taxable private client and institutional investors can minimize the impact of taxes on their wealth accumulation.
Featured: US Large Cap Factor Trends Consistent Across Markets Low valuation and dividend yield benefiting from strong performance
Fundametrics® Large Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics Large Cap Equity strategy finished the quarter slightly
Fundametrics® Small Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the quarter
US Large Cap Equity Growth > Value and Large > Smaller High Valuation outperformed low valuation and dividend yield. Continuing
Fundametrics® Smid Cap Equity Q1 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 2.02% beating both
US Large Cap Equity Size dominated the month No denying the size effect which has dominated in Large Cap so