Articles

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

Access the Ironwood Schwab Small Cap strategy through Schwab. Disciplined, research-driven approach with a 25-year track record.

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

The third quarter of 2024 saw a notable shift in market dynamics, with small-cap stocks gaining momentum as interest rates began to decline. The Ironwood Small Cap Core Strategy Q3 2024 (SCC) strategy demonstrated resilience and strategic adaptability amid significant market changes. The third quarter marked a notable shift as institutional investors began rotating from

The small-cap market is experiencing a pivotal moment (see our blogs on The Great Rotation into Small Caps and on Market Dynamics and Economic Shifts). If you haven’t made any investment allocations to this sector, now may be the right time. The “Great Rotation” is already underway, with investors shifting their focus from large-cap stocks,

Volatility is often perceived as a risk, a threat to stability, and a source of anxiety for investors. Yet, at Ironwood Investment Management, LLC, we view volatility not as a foe, but as an opportunity—a tool to be leveraged for enhancing returns. This perspective forms the third pillar of the investment philosophy for our flagship