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
2022 September Style Points
Monthly Highlight: U.S. Small Cap Equity Markets Dominated by Inflation Fears High valuation dominated by Software and Healthcare. Strong
2022 August Style Points
Monthly Highlight: U.S. Large Cap Equity Valuation a benefit to US Large Cap but inconsistent across other markets Yield
2022 July Style Points
Monthly Highlight: U.S. Large Cap Equity So Much for Playing Defense The Fed stated they are now at a
2Q 2022 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q2 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy performed well in a