Articles

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

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

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