Ironwood Investment Management

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 […]

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

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

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

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,

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

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

At Ironwood Investment Management, LLC, we’re always looking to stay ahead of the curve when it comes to industry trends and technological advancements. Brian Collins, our Marketing Lead, recently attended the FutureProof Festival and Conference, which provided valuable insights into the ways AI and innovative tech are rapidly changing our industry. We’d like to share

In today’s financial environment, selecting the right small cap manager is critical. Small cap stocks may offer significant growth potential but can also come with higher risks and volatility. A skilled manager may be able to uncover hidden gems and manage risks in ways that passive strategies or less experienced managers cannot. Moreover, with the

Ironwood Investment Management, LLC has carved out a unique niche in small-cap investing with a focus on its proprietary High Ironwood-Quality, or “High I-Q” companies framework. This approach has contributed to the recent #1 ranking in the PSN Small Cap Core Universe¹ for the firm’s flagship Small Cap Core Strategy, and offers valuable insights into