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Q2 2026 was an exceptionally strong quarter for U.S. small caps and for the Ironwood Small Cap Core Strategy. Our review of the quarter, portfolio activity, and the outlook for the second half.

Performance is best judged over full market cycles, not single quarters. The most telling question for any strategy is whether its discipline holds up across decades. In this clip from our latest webinar, CIO Don Collins reviews the long-term results of Ironwood’s Small Cap Core strategy since its inception in 1999, and explains why consistency,

Volatility is a permanent feature of every financial market. What separates long-term investing from speculation is not the ability to avoid it, but a disciplined process for using it. In this clip from our latest webinar, CIO Don Collins walks through the core of Ironwood’s approach: buying high-quality businesses when they become mispriced, doing hands-on

Most investors know what the S&P 500 did last year. Far fewer can say how much of their portfolio is allocated to small-cap companies, or why. That gap matters, because the small-cap segment of the U.S. equity market is larger, broader, and historically more rewarding than its current place in most portfolios would suggest. A

One of Ironwood’s favorite research tools has an unusual name. We rank the Russell 2000 by its worst-performing stocks, trailing twelve months and trailing three months, and we call the result the biggest loser list. Falling prices do not make every company a bargain. But sector-wide pessimism can push the share prices of extraordinary businesses