Small Cap Value Commentaries


1st Quarter 2019

The preliminary first quarter performance of Cardinal’s Small Cap Value Composite, at 8.6% net of fees, lagged the 11.9% return of the Russell 2000 Value Index. 

4th Quarter 2018

The fourth quarter performance of Cardinal’s Small Cap Value Composite, at -19.3% net of fees, lagged the Russell 2000 Value index return of -18.7%. 

3rd Quarter 2018

The third quarter performance of Cardinal’s Small Cap Value Composite, at 2.2% net of fees, outpaced the 1.6% return of the Russell 2000 Value Index.

2nd Quarter 2018

The second quarter performance of Cardinal’s Small Cap Value Composite, at 3.3% net of fees, lagged the 8.3% return of the Russell 2000 Value Index.

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