Articles

In today’s investment landscape, ESG investing in small cap companies is gaining traction. The Ironwood Small Cap Core team believes that Environmental, Social, and Governance (ESG) factors play a crucial role in a company’s long-term performance. As ESG considerations have moved to the center stage in the investment management industry, the Ironwood Small Cap Core […]

At Ironwood Investment Management, LLC, we’re always looking to stay ahead of the curve when it comes to industry trends and technological advancements. Brian Collins, our Marketing Lead, recently attended the FutureProof Festival and Conference, which provided valuable insights into the ways AI and innovative tech are rapidly changing our industry. We’d like to share

In today’s financial environment, selecting the right small cap manager is critical. Small cap stocks may offer significant growth potential but can also come with higher risks and volatility. A skilled manager may be able to uncover hidden gems and manage risks in ways that passive strategies or less experienced managers cannot. Moreover, with the

Ironwood Investment Management, LLC has carved out a unique niche in small-cap investing with a focus on its proprietary High Ironwood-Quality, or “High I-Q” companies framework. This approach has contributed to the recent #1 ranking in the PSN Small Cap Core Universe¹ for the firm’s flagship Small Cap Core Strategy, and offers valuable insights into

Q&A with Don Collins, Ironwood Executive Managing Partner and Chief Investment Officer Question 1: There’s been a lot of talk about potential interest rate cuts by the Federal Reserve. How do you see this impacting small cap stocks? Answer: We’ve completed extensive analysis on this topic – historically, small cap stocks have shown a tendency

On the heels of the strategy’s #1 “Top Gun” ranking by PSN in Q1 2024, the Ironwood Small Cap Core strategy was ranked as the #1 strategy in the Nasdaq eVestment database in the US Small Cap Core Equity universe for the first half of 2024. The strategy has delivered 12.4% year-to-date gross return, outpacing

Ironwood Investment Management, LLC, has long been a specialist in the small cap equity space, leveraging their expertise to identify high-quality companies with growth potential. Their focus on small cap stocks is not just a niche strategy, but a well-reasoned approach based on historical market trends and economic cycles. As we look ahead to potential

The Great Rotation into Small Cap Stocks: An Overview The financial markets have recently witnessed a shift, often referred to as the “Great Rotation,” where investors are increasingly turning their attention from large-cap stocks, particularly in the technology sector, and into small-cap stocks. This trend is characterized by a noticeable movement away from the “Magnificent

Ironwood Investment Management, LLC: A Quarter Century of Small Cap Investing For over 25 years, Ironwood Investment Management, LLC has been a leader in small cap equity investing. Ironwood’s flagship Small Cap Core strategy, launched in 1999, has built a track record of outperformance through multiple market cycles: since inception (1/1/1999), the strategy has returned

Ironwood Investment Management, LLC, based in Boston and founded in 1997, stands out for its blend of robust financial acumen and unwavering commitment to ethical practices. With a focus on small-cap strategies and ESG considerations, Ironwood consistently delivers strong performance, making it a trusted partner in the investment landscape.