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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

When investors think about how small-cap positions generate returns, they typically think of earnings growth or valuation recovery. There is a third path that receives far less attention: acquisition. Larger companies consistently look to smaller competitors for growth, technology, talent, and market share. In this clip from our latest webinar, CIO Don Collins explains why

The conversation about artificial intelligence usually centers on the largest technology companies. But the AI buildout runs on infrastructure: data centers, power systems, connectivity, and specialized components. Much of that infrastructure is supplied by smaller companies that rarely make headlines. In this clip from our latest webinar, CIO Don Collins highlights the kinds of businesses

For years, a handful of mega-cap technology names have driven the market’s returns. But the foundation of that concentration may be shifting. In this clip from our latest webinar, CIO Don Collins explains “the great rotation” — why the broad, diverse Russell 2000 may deserve a fresh look as investors reconsider their exposure to a

Market volatility makes headlines — and makes investors nervous. But is volatility the same thing as risk? In this clip from our latest webinar, CIO Don Collins explains why Ironwood views volatility not as a threat to avoid, but as an inherent feature of markets that disciplined, quality-focused investors can use to their advantage. Highlights

Small-cap stocks have spent much of the past decade in the shadow of mega-cap technology companies. But markets move in cycles. In our latest quarterly webinar, CIO Don Collins explains why today’s small-cap landscape may offer one of the most compelling combinations of growth, diversification, and valuation available to long-term investors: That discipline shows up