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 […]
Small Cap Investment Strategy: Ironwood’s Q1 2025 Outlook Read More »
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
Tariffs and Trade Policy: Navigating Uncertainty in Spring 2025 Read More »
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
Adapting to Change: Key Factors in Evaluating Small Caps During Trade Policy Shifts Read More »
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
Tariff Impact on Small Cap Stocks: Strategic Insights for 2025 Read More »
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
Small Cap Stocks Market Correction: Opportunity or Bear Market? Read More »
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
Investing in Biotech: A Strategic Approach in 2025 Read More »
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
Small Cap Investment Solutions: Ironwood & Smartleaf Partnership Read More »
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
Navigating Market Potential in 2025: Insights from Ironwood Investment Management, LLC Read More »
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.
The Ironwood Small Cap Core Strategy Performance in 2024 Read More »
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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.