2022 June Style Points
Monthly Highlight: U.S. Large Cap Equity Investors Brought out the Defensive Playbook Growing Recession risks brought out the defensive
2022 April Style Points
U.S. Small Cap Equity Volatility was an understatement...but valuation mattered Valuations mattered during the month of April. Rising interest rates
1Q 2022 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q1 2022 Performance Summary and Observations The Fundametrics® Small Cap Value strategy performed well in a
4Q 2021 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q4 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy finished the year strong,
4Q 2021 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q4 2021 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 7.30% for the
3Q 2021 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q3 2021 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned -0.96% for the
3Q 2021 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q3 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned -0.44% for the
2Q 2021 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q2 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned 5.22% for the
1Q 2021 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q1 2021 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 17.82% for the
1Q 2021 Fundametrics® Small Cap Commentary
Fundametrics® Small Cap Equity Q1 2021 Performance Summary and Observations The Fundametrics® Small Cap Value strategy returned 22.02% for the