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Small Cap Value Commentaries


 

3rd Quarter 2017
Small and large cap indices, as represented by the Russell 2000 and 1000 indices, rose 5.7% and 4.5% respectively in the third quarter. Read more here...

2nd Quarter 2017
Small and large cap indices, as represented by the Russell 2000 and 1000 indices, rose 2.5% and 3.1% respectively in the second quarter. Read more here...

1st Quarter 2017
Small and large cap indices, as represented by the Russell 2000 and 1000 indices, rose 2.5% and 6.0% respectively in the first quarter. Read more here...

4th Quarter 2016
Small and large cap indices, as represented by the Russell 2000 and 1000 indices rose 8.8% and 3.8%, respectively, in the fourth quarter, and returned 21.3% and 12.1% for the full year 2016. Read more here...

3rd Quarter 2016
Small and large cap indices, as represented by the Russell 2000 and 1000 indices rose 9.1% and 4.0% respectively, in the third quarter of 2016. Read more here...

2nd Quarter 2016
Small and large cap indices, as represented by the Russell 2000 and 1000 Indices rose 3.8% and 2.5% respectively, in the second quarter of 2016... Read more here...

1st Quarter 2016
Small and large cap indices, as represented by the Russell 2000 and 1000 Indices fell by 1.5% and rose by 1.2%, respectively, in the first quarter of 2016... Read more here...

4th Quarter 2015
Small and large cap equity markets, as represented by the Russell 2000 and 1000 Indices, rose 3.6% and 6.5%, respectively, Read more here...

3rd Quarter 2015
Small and Small and large cap indices fell by 11.9% and 6.8%, respectively, in the third quarter of 2015. Within the Russell 2000, the value index fell 10.7% while the growth index lost 13.1%. Read more here...

2nd Quarter 2015
Small and large cap indices rose 0.4% and 0.2%, respectively, during the second quarter of 2015. Within the Russell 2000, the value index declined 1.2% while the growth index increased 2.0%. Read more here...

1st Quarter 2015
Small and large cap indices rose 4.3% and 0.9%, respectively, during the first quarter of 2015. Within the Russell 2000, the value and the growth indices increased 2.0% and 6.6%, respectively....Read more here...

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Previous quarters' client letters and webcasts available upon request