2023 March Style Points
US Large Cap Equity Low / High Valuation Spread Dominated During March Low vs. high valuation spread dominated the month
CornerCap’s Review of Bank Failures
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 January Style Points
U.S. Small Cap Equity January resulted in a reversal of 2022 trends. Buying what underperformed in 2022 has been
4Q 2022 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter and
4Q 2022 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q4 2022 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy finished the year with
4Q 2022 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the quarter
2022 December Style Points
U.S. Small Cap Equity 2022 was marked by Value leadership. It continued in December. Low valuation continued its leadership into
2022 November Style Points
Monthly Highlight: U.S. Small Cap Equity Low Valuation Provided Leadership in November Low valuation was a leading style in
2022 October Style Points
Monthly Highlight: U.S. Small Cap Equity Low Valuation, Dividends and High Beta Low valuation
3Q 2022 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -5.14% for the