Articles

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 […]

As geopolitical trade tensions intensify, the Tariff Impact on Small Cap Stocks: Strategic Insights for 2025 has become a pressing topic for investors. While headlines often center on multinational corporations, the implications for small cap equities are just as important—if not more nuanced. Depending on their industry and operations, these companies may be either sheltered

Introduction The recent correction in the small cap stock market has sparked a key question for investors: is this a potential buying opportunity or the start of a longer-term bear market? With the Russell 2000 Index experiencing a low double-digit decline year-to-date and down approximately 18% from its peak in November, small cap equities have

Biotech Investment Opportunities 2025: Strategic Insights Biotech in 2025 continues to evolve, driven by scientific innovation, regulatory advancements, and changing healthcare demands. As we enter this new year, understanding where potential growth lies in the biotech sector can help investors navigate this dynamic landscape effectively. Ironwood Investment Management, LLC, based in Boston—a global biotech hub—has

Unlocking Potential: Empowering Small Cap Investing In today’s dynamic investment landscape, small cap investment solutions are essential for advisors striving to meet client expectations and navigate complex markets. The partnership between Ironwood Investment Management, LLC and Smartleaf delivers a powerful combination—merging Ironwood’s small cap expertise with Smartleaf’s advanced portfolio management technology. This collaboration equips advisors

Reflecting on 2024: A Year of Strong Investment Returns For investors, 2024 was a year of economic resilience and favorable market conditions. Despite widespread predictions of a recession at the beginning of the year, the U.S. economy exceeded expectations, delivering steady GDP growth of approximately 2.75% (GDPNow Atlantic Fed estimate) and maintaining a strong labor

A Look Back at 2024: Ironwood Investment Management, LLC’s Small Cap Investing Track Record The Ironwood Investment Management, LLC Small Cap Core Strategy navigated a strong year for U.S. equity investors in 2024. The S&P 500 delivered impressive returns, and the Russell 2000 (R2), which tracks 2,000 small cap U.S. companies, also posted solid gains.

2024 has been a year full of industry accolades for Ironwood Investment Management, LLC’s Small Cap Core (SCC) Strategy—the rankings during the year position the strategy as a top performer in the small-cap investment space. Through disciplined active management and a commitment to identifying high-quality companies, the SCC Strategy has delivered results across multiple quarters.

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