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
How to Evaluate a Small Cap Investment Manager: A Comprehensive Checklist Read More »
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
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Q&A with Don Collins, Ironwood Executive Managing Partner and Chief Investment Officer Question 1: There’s been a lot of talk about potential interest rate cuts by the Federal Reserve. How do you see this impacting small cap stocks? Answer: We’ve completed extensive analysis on this topic – historically, small cap stocks have shown a tendency
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On the heels of the strategy’s #1 “Top Gun” ranking by PSN in Q1 2024, the Ironwood Small Cap Core strategy was ranked as the #1 strategy in the Nasdaq eVestment database in the US Small Cap Core Equity universe for the first half of 2024. The strategy has delivered 12.4% year-to-date gross return, outpacing
Ironwood Investment Management, LLC, has long been a specialist in the small cap equity space, leveraging their expertise to identify high-quality companies with growth potential. Their focus on small cap stocks is not just a niche strategy, but a well-reasoned approach based on historical market trends and economic cycles. As we look ahead to potential
Ironwood’s Small Cap Focus: Capitalizing on Market Dynamics and Economic Shifts Read More »
Deep Dive into The Ironwood Small Cap Core Strategy Investment Philosophy In the fast moving world of investment management, finding a strategy that outperforms the market is the holy grail for investors. The Ironwood Small Cap Core Strategy investment philosophy offers an approach that has stood the test of time, delivering 12% CAGR and 378bps
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The Great Rotation into Small Cap Stocks: An Overview The financial markets have recently witnessed a shift, often referred to as the “Great Rotation,” where investors are increasingly turning their attention from large-cap stocks, particularly in the technology sector, and into small-cap stocks. This trend is characterized by a noticeable movement away from the “Magnificent
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Ironwood Investment Management, LLC: A Quarter Century of Small Cap Investing For over 25 years, Ironwood Investment Management, LLC has been a leader in small cap equity investing. Ironwood’s flagship Small Cap Core strategy, launched in 1999, has built a track record of outperformance through multiple market cycles: since inception (1/1/1999), the strategy has returned
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Ironwood Investment Management, LLC, based in Boston and founded in 1997, stands out for its blend of robust financial acumen and unwavering commitment to ethical practices. With a focus on small-cap strategies and ESG considerations, Ironwood consistently delivers strong performance, making it a trusted partner in the investment landscape.
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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.