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
1Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q1 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 2.02% beating both
2023 April Style Points
US Large Cap Equity Size dominated the month No denying the size effect which has dominated in Large Cap so
1Q 2023 Fundametrics® Large Cap Commentary
Fundametrics® Large Cap Equity 1Q 2023 Performance Summary and Observations The Fundametrics Large Cap strategy finished the quarter slightly
1Q 2023 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity 1Q 2023 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the quarter
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
We are often asked, how do we navigate our decisions in our Fundametrics research system during rare, outlier events? This paper provides real-time insight into that question in response to the collapse of Silicon Valley Bank in March 2023.
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