Articles

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

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.