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The investment landscape is shaped by the quality of research, a disciplined process, and the ability to evaluate opportunities through changing market conditions. Ironwood Investment Management, LLC’s Small Cap Core strategy was named a PSN Top Gun for both the quarter and the three year period ending September 30, 2025, within the PSN Small Cap […]

A Partnership Built on Trust, Innovation, and Shared Vision For more than 25 years, Ironwood Investment Management, LLC and Charles Schwab have built a partnership rooted in trust, quality, and a shared commitment to empowering advisors and investors. What began in 1999 with Ironwood’s flagship Small Cap Core Strategy has evolved into a long-standing collaboration

Introduction: Lessons from a Dynamic Quarter The third quarter of 2025 reflected a market environment in transition. Moderating inflation, steady consumer demand, and expectations for continued monetary easing created a backdrop that favored select small cap companies with strong fundamentals and durable business models. While large cap leadership has characterized much of the recent cycle,

Introduction: Why Small Caps Matter Today Small-cap equities remain one of the most dynamic areas of the market. Their agility, innovation, and leadership in niche industries create both complexity and potential opportunities. For investors, navigating this landscape requires a thoughtful and disciplined process. Ironwood Investment Management, LLC’s Small Cap Core (SCC) strategy is built on

Introduction: A Market at an Inflection Point In today’s rapidly evolving economic environment, long-term value creation increasingly depends on more than financial metrics alone. Supply chain constraints, resource scarcity, regulatory pressures, and changing consumer expectations are shaping the way investors evaluate opportunities. Environmental, Social, and Governance (ESG) considerations are no longer optional—they are fundamental. For

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

As 2024 draws to a close, Ironwood Investment Management, LLC proudly reflects on the accomplishments of the Ironwood Small-Cap Core Strategy 2024, a year that reinforced our multi-decade commitment to excellence in small-cap investing. With industry recognition, top rankings, and strong returns, our strategy continues to deliver value to clients while positioning for a promising

Deep Dive into The Ironwood Small Cap Core Strategy Investment Philosophy In the fast moving world of investment management, finding a strategy that outperforms the market is the holy grail for investors. The Ironwood Small Cap Core Strategy investment philosophy offers an approach that has stood the test of time, delivering 12% CAGR and 378bps