2022 November Style Points
Monthly Highlight: U.S. Small Cap Equity Low Valuation Provided Leadership in November Low valuation was a leading style in
Monthly Highlight: U.S. Small Cap Equity Low Valuation Provided Leadership in November Low valuation was a leading style in
Monthly Highlight: U.S. Small Cap Equity Low Valuation, Dividends and High Beta Low valuation
Fundametrics® Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -5.14% for the
Monthly Highlight: U.S. Small Cap Equity Markets Dominated by Inflation Fears High valuation dominated by Software and Healthcare. Strong
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