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4th Quarter 2015
Small, smid and large cap equity markets, as represented by the Russell 2000, 2500 and 1000 Indices, rose 3.6%, 3.3% and 6.5%, respectively... Read more here...

3rd Quarter 2015
Small, smid and large cap indices fell by 11.9%, 10.3% and 6.8%, respectively, in the third quarter of 2015. Within the Russell 2500, the value index fell 9.6% while the growth index lost 11.0%. Read more here...

2nd Quarter 2015
Small, smid and large cap indices rose 0.4%, -0.4% and 0.2%, respectively, during the second quarter of 2015. Within the Russell 2500, the value index declined 1.3% while the growth index increased 0.6%... Read more here...

1st Quarter 2015
Small, mid and large cap stock indices rose 4.3%, 5.2% and 0.9%, respectively, during the first quarter of 2015. Within the Russell 2500, the value and the growth index increased 3.0% and 7.4% respecitively... Read more here...

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Previous quarters' client letters and webcasts available upon request