Articles

Introduction The investment landscape is undergoing a notable shift as small cap core stocks demonstrate renewed vigor after an extended period of underperformance relative to large-cap peers. This resurgence has captured the attention of institutional investors, portfolio managers, and individuals seeking diversified growth. The question remains: are we witnessing a structural change in market dynamics […]

Introduction In today’s dynamic equity markets, small-cap stocks continue to capture investor attention. With their potential for innovation and agility, they represent both opportunities and challenges for long-term portfolios. Against this backdrop, Ironwood Investment Management, LLC was awarded two PSN Top Guns for Small Cap Core: one for quarterly performance and one for three-year performance,

Introduction: Navigating Small-Cap Investing with Discipline and Insight In today’s dynamic market environment, investor sentiment can shift rapidly. Short-term news events, earnings surprises, and economic headlines can all trigger sharp moves in stock prices. For small-cap companies, where liquidity is often limited, this volatility can be even more pronounced. Ironwood Investment Management, LLC’s Small Cap

Introduction: Market Resilience and Small Cap Strategy Relevance After a turbulent first quarter, the U.S. equity markets displayed renewed energy in Q2 2025, particularly within the small cap sector. As tariff-related anxieties began to ease, small cap stocks responded with renewed momentum, capturing the attention of institutional and individual investors alike. The Russell 2000 Index

Introduction: FinTech Is Evolving Fast Artificial intelligence is rapidly transforming the financial services landscape. Across the FinTech ecosystem, AI-based platforms are gaining momentum, offering new tools for data analysis, portfolio customization, and investor engagement. As technology reshapes how decisions are made and information is consumed, understanding its role in the investment process is increasingly important

Why Morningstar’s Investment Values Matter for Today’s Investors In today’s rapidly evolving market environment, investors seek managers whose principles align with their own. Morningstar’s values—including ESG integration, investor-first practices, and long-term thinking—offer a framework for responsible, transparent investing. The Ironwood Investment Management, LLC Small Cap Core Strategy shares these values. As a boutique firm with

Understanding Market Volatility and Its Impact on Small Cap Investing The first quarter of 2025 was marked by heightened market volatility as investors reacted to the new administration’s economic agenda, including the return of tariffs. For small cap equities, this meant increased pressure: the Russell 2000 fell 9.48% during the period, while the CBOE VIX

Introduction: A Tumultuous Start to the Year Spring 2025 has brought heightened uncertainty as U.S. trade policy takes a more protectionist turn. Proposed tariffs under the Trump administration have sparked renewed debates over globalization, economic sovereignty, and the impact on American industries. This backdrop has contributed to market volatility—particularly within small-cap equities—creating an environment where

Introduction: Trade Policy Shifts and the New Investment Landscape The global investment landscape is evolving rapidly as trade policy becomes increasingly dynamic. From tariffs and reshoring to protectionist stances and global realignments, these shifts are forcing investors to re-evaluate the fundamentals that drive small-cap performance. The central question is: What should investors prioritize when evaluating