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
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
3Q 2022 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity 3Q 2022 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned -11.85%
White Paper: Improving Portfolios with Small-Cap Value
CornerCap Institutional Research on the benefits of Small-Cap Value in investor portfolios. Style matters over various economic environments. Small-cap value does better than small-cap growth in most macro regimes.
2Q 2022 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity Q2 2022 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned -14.05%
1Q 2022 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity Q1 2022 Performance Summary and Observations The Fundametrics International Small Cap Equity strategy returned -5.89%
4Q 2021 Fundametrics® Int’l Small Cap Commentary
Fundametrics® International Small Cap Equity Q4 2021 Performance Summary and Observations For the quarter, the Fundametrics International Small Cap Equity