2022 August Style Points
Monthly Highlight: U.S. Large Cap Equity Valuation a benefit to US Large Cap but inconsistent across other markets Yield
Monthly Highlight: U.S. Large Cap Equity Valuation a benefit to US Large Cap but inconsistent across other markets Yield
Monthly Highlight: U.S. Large Cap Equity So Much for Playing Defense The Fed stated they are now at a
Fundametrics® Small Cap Equity Q2 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy performed well in a
Monthly Highlight: U.S. Large Cap Equity Investors Brought out the Defensive Playbook Growing Recession risks brought out the defensive
U.S. Small Cap Equity Volatility was an understatement...but valuation mattered Valuations mattered during the month of April. Rising interest rates
Fundametrics® Small Cap Equity Q1 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy performed well in a
Fundametrics® Small Cap Equity Q4 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the year strong,
Fundametrics® Smid Cap Equity Q4 2021 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 7.30% for the
Fundametrics® Smid Cap Equity Q3 2021 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned -0.96% for the
Fundametrics® Small Cap Equity Q3 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -0.44% for the