As 2024 closes and investors look ahead to the new year, the market landscape presents unique opportunities for small-cap investing and may be particularly compelling for the Ironwood Investment Management, LLC, Small Cap Core (SCC) Strategy. A combination of historical market trends and Ironwood’s performance as the #1 ranked small cap fund in the eVestment […]
The Schwab IMPACT 2024 conference once again proved to be a premier event for financial professionals, and Ironwood Investment Management, LLC was proud to attend as a thought leader in the small-cap investment management space. This year’s conference provided a wealth of opportunities to connect, learn, and engage with industry peers while delving into emerging
Highlights! Ironwood at Schwab IMPACT 2024 Read More »
As the year draws to a close, the holiday season offers a special opportunity to reflect on the values that guide us and to express our gratitude for the trust and relationships we hold dear. At Ironwood Investment Management LLC, this “Season of Gratitude” is more than just a festive moment – it’s a time
Celebrating the Season of Gratitude with Ironwood Investment Management, LLC Read More »
Ironwood Investment Management, LLC and Charles Schwab have built an enduring 25-year partnership in the small cap investment management industry. Since 1999, at the inception of Ironwood’s flagship product, the Small Cap Core Strategy (SCC), we have partnered with Schwab for their leading custodial products and services. We have forged a robust partnership spanning over
Better Together: Ironwood + Schwab: a Force in Small Cap Investing Read More »
As we move toward the end of 2024, small-cap stocks continue to present a compelling opportunity for investors seeking growth and diversification. Amidst market shifts, interest rate cuts, and broader economic changes, small-cap stocks are well-positioned for potential outperformance in the coming months. Here’s why small caps are primed to be one of the best
Small-Caps: A Prime Investment Opportunity for Late 2024 Read More »
In investment management, particularly in the specialized arena of small-cap investing, success is built on a foundation of expertise, experience, and collaboration. Ironwood Investment Management, LLC, stands out in this niche industry, not just for its track record (learn more about our track record of success), but for the remarkable team of professionals who drive
Ironwood Investment Management: A Team of Experts Driving Success in Small-Cap Investing Read More »
The third quarter of 2024 saw a notable shift in market dynamics, with small-cap stocks gaining momentum as interest rates began to decline. The Ironwood Small Cap Core Strategy Q3 2024 (SCC) strategy demonstrated resilience and strategic adaptability amid significant market changes. The third quarter marked a notable shift as institutional investors began rotating from
Ironwood Small Cap Core Strategy Q3 2024: Driving Alpha Read More »
The small-cap market is experiencing a pivotal moment (see our blogs on The Great Rotation into Small Caps and on Market Dynamics and Economic Shifts). If you haven’t made any investment allocations to this sector, now may be the right time. The “Great Rotation” is already underway, with investors shifting their focus from large-cap stocks,
The Small-Cap Train is Leaving the Station! Read More »
Volatility is often perceived as a risk, a threat to stability, and a source of anxiety for investors. Yet, at Ironwood Investment Management, LLC, we view volatility not as a foe, but as an opportunity—a tool to be leveraged for enhancing returns. This perspective forms the third pillar of the investment philosophy for our flagship
Exploiting Volatility to Enhance Your Returns: Patience and Prudence Read More »
In today’s investment landscape, ESG investing in small cap companies is gaining traction. The Ironwood Small Cap Core team believes that Environmental, Social, and Governance (ESG) factors play a crucial role in a company’s long-term performance. As ESG considerations have moved to the center stage in the investment management industry, the Ironwood Small Cap Core
Integrating ESG: The Ironwood Small Cap Core Strategy Approach Read More »
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As Research & Operations Associate, John assists the equity research effort in support of the portfolio managers and works closely with the operations department. Prior to joining the Ironwood team in 2023, John earned his BA in Psychology, from the University of Denver. While studying, John developed several business plans for small businesses in the Denver area for a capstone project for his business minor. Prior to joining Ironwood, John was developing his research skills through an apprenticeship by regularly meeting with management teams, attending investor conferences, and developing investment theses.
As a Trading & Research Associate, Cameron is responsible for investment portfolio trading and operations as well as conducting equity research in support of the portfolio managers. Prior to joining the Ironwood team in 2022, Cameron earned his BA in Economics, with a minor in Mandarin, from the University of New Hampshire. While studying, Cam held several internships working with investment teams across asset classes in both private and public markets. An active member of his community, Cam has contributed his time and energy to charities including Best Buddies International, Be Positive for CHaD Kids, and Positive Tracks.
Alyssa Wade is the Director of Client Relationships and assists in the Marketing Department at Ironwood Investment Management, LLC®. Prior to joining Ironwood, Alyssa worked at Boston Technologies and Regan Communications Group. She holds a Bachelor of Arts in Communication with a minor in Education from the University of Massachusetts, Amherst.
Regina Wiedenski is Co-Portfolio Manager for the VIP strategies at Ironwood Investment Management, LLC®. Ms. Wiedenski has an MS in Management with a concentration in finance from the Sloan School at M.I.T. and a BS from M.I.T. Prior to joining Ironwood to manage VIP portfolios, she was a Portfolio Manager at J.L. Kaplan Associates. Previously she was an equity analyst at Advest, Inc. and had spent nine years as an analyst at Adams, Harkness & Hill covering healthcare, specialty chemical, instrumentation and publishing companies. She began her career as a financial analyst at Morgan Stanley.
Paul Weisman is Co-Portfolio Manager for the Value Investment Partners (VIP) strategies at Ironwood Investment Management, LLC®. Mr. Weisman has an MA in Industrial Organization (Applied Microeconomics) from Boston University and a BA from Haverford College. Prior to joining Ironwood as the head of the V.I.P. team in 2009, Mr. Weisman was Chief Investment Officer at J.L. Kaplan Associates which he joined in 1986. From 1983 to 1986 he was an investment analyst at Delphi Management.
Ravi Jain, Ph.D., CFA is a Partner at Ironwood Investment Management, LLC®. Dr. Jain has a Ph.D. in Finance from the University of Missouri Columbia (doctoral thesis on corporate spinoffs), a Master of Finance and Bachelor of Commerce from the University of Delhi. He is also a Chartered Financial Analyst® (CFA). Dr. Jain is an Associate Professor of Finance at the University of Massachusetts Lowell where his research focuses on capital markets and corporate finance.
Warren Isabelle, CFA is a Portfolio Manager at Ironwood Investment Management, LLC®. Prior to forming Ironwood Investment Management, LLC® in 1997, Warren was the Head of Domestic Equities at Pioneer Management Company and the Portfolio Manager of more than $3 billion in small cap assets including the Pioneer Capital Growth Fund (later renamed Pioneer Mid-Cap Value Fund), Pioneer Small Company Fund and several institutional portfolios. Warren has received national attention for his research efforts and results. He has also appeared in feature articles in Barron’s, Business Week, Forbes, Fortune, Money and The Wall Street Journal and has appeared on “Wall Street Week with Louis Rukeyser.” Prior to joining Pioneer, Warren was an Analyst at The Hartford Insurance Company. He earned a BS in Chemistry from Lowell Technological Institute, an MS in Polymer Science and Engineering from the University of Massachusetts, and an MBA in Finance from the Wharton School of the University of Pennsylvania.
Paul Anderson, CFA is Executive Managing Partner of and leads investor relations, business development and management activities for Ironwood and is a member of the management committee. Paul joined Ironwood in December 2020 after 12 years at Natixis Investment Managers where he developed and led the U.S. institutional distribution group at Natixis Distributors L.P. Over the course of his 30 years in the industry, Paul has held roles in investment research, sales and management. Paul holds a Bachelor of Arts in Economics from the University of New Hampshire, and an MBA from Vanderbilt University. He is a member of the Committee on Investor Responsibility at UNH advising the UNH Foundation on sustainable investment practices.
Shantelle Reidy is Executive Managing Partner and the Chief Financial Officer and Chief Compliance Officer for Ironwood Investment Management, LLC®. Shantelle is a member of the management committee and has served Ironwood in various capacities since joining the firm in 1998, including as Executive Director of Trading and Operations from 2001 to 2014. Prior to joining Ironwood, Shantelle was an Investor Relations Analyst at Talbots, Inc. where she conducted research for the company and managed the firm’s communication with investment analysts. Shantelle holds a Bachelor of Arts degree in Economics and Political Science from Boston University and a Master of Business Administration in Marketing and Finance from the Boston University School of Management.
Donald Collins, CFA is an Executive Managing Partner and Portfolio Manager at Ironwood Investment Management, LLC® and is a member of the management committee. Prior to joining Ironwood in 1998, Don was a portfolio manager with Boston Advisors where he managed portfolios for institutions and high net worth clients. During his tenure at Boston Advisors, Don participated in the management of the Advest Advantage family of mutual funds and managed the Advantage Special Fund. Don began his career as a Manager for Burgess & Leith. He earned his BA in Geology from Boston University and studied at the Boston University School of Business. In addition, Don is the Director and Investment Committee Chairman for the Abelard Foundation, Chairman and Commissioner of Trust Funds for the Town of Lincoln, MA and Director and Chief Financial Officer at Igan Biosciences.