2024 February Style Points
Featured: International Developed Small Cap Similar trends from the previous month Like January, higher quality and strong price momentum provided
4Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 4Q 2023 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy performed
2023 November Style Points
Featured: International Small Cap Traditional value suffered as cyclical companies underperformed High beta outperformed this month, a reversal from the
3Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 3Q 2023 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy outperformed the
3Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q3 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned -3.25% slightly outperforming
2Q 2023 Fundametrics® Smid Cap Commentary
Fundametrics® Smid Cap Equity Q2 2023 Performance Summary and Observations The Fundametrics® Smid Cap Value strategy returned 4.36%, closely
2Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 2Q 2023 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned 0.73%
2023 June Style Points
International Developed Small Cap Value is Balanced by Cyclicality and Risk! International Small Cap stocks demonstrated evidence of value leadership,
1Q 2023 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 1Q 2023 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned 7.47%
4Q 2022 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 4Q 2022 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned 18.41%