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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

How we keep doing this Another quarter, another PSN Top Gun designation for Ironwood Small Cap Core. It is a question we hear often from clients and consultants alike: how does this strategy keep producing results like the ones in the chart below? The honest answer is process, not prediction. For more than two decades,

Small Cap Core Strategy Profile — As of 3/31/2026 Composite Performance Period Gross of Fees Net of Fees Russell 2000 QTD 1.94% 1.69% 0.89% YTD 1.94% 1.69% 0.89% 1 Year 43.97% 42.55% 25.72% 3 Years 22.55% 21.34% 13.05% 5 Years 8.35% 7.28% 3.77% 10 Years 13.99% 12.86% 9.88% Since Inception (1/01/1999) 11.88% 10.77% 8.18% Please

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,