Introduction The past year reinforced why disciplined research remains central to small cap investing. As market narratives shifted and volatility created dispersion across sectors, the

Visiting companies directly remains one of the most important components of a disciplined investment diligence process. At Ironwood Investment Management, LLC, meeting leadership teams, understanding

Introduction At Ironwood Investment Management, LLC, we believe that diligence is one of the defining factors that sets thoughtful investors apart in small-cap investing. While

Introduction The U.S. government entered a shutdown on October 1, 2025, marking another period of fiscal uncertainty that ripples through financial markets. For investors, these

Introduction For the first time in nearly four years, the Russell 2000 index closed at a record high, capturing attention across Wall Street. The recent

Introduction Large caps and the Magnificent Seven have dominated the headlines in recent years, but good returns have been available elsewhere. Small-cap investing has continued

Introduction The investment landscape is undergoing a notable shift as small cap core stocks demonstrate renewed vigor after an extended period of underperformance relative to

Introduction In today’s dynamic equity markets, small-cap stocks continue to capture investor attention. With their potential for innovation and agility, they represent both opportunities and

Introduction: Navigating Small-Cap Investing with Discipline and Insight In today’s dynamic market environment, investor sentiment can shift rapidly. Short-term news events, earnings surprises, and economic

Introduction: Market Resilience and Small Cap Strategy Relevance After a turbulent first quarter, the U.S. equity markets displayed renewed energy in Q2 2025, particularly within

Introduction: FinTech Is Evolving Fast Artificial intelligence is rapidly transforming the financial services landscape. Across the FinTech ecosystem, AI-based platforms are gaining momentum, offering new

Why Morningstar’s Investment Values Matter for Today’s Investors In today’s rapidly evolving market environment, investors seek managers whose principles align with their own. Morningstar’s values—including

Understanding Market Volatility and Its Impact on Small Cap Investing The first quarter of 2025 was marked by heightened market volatility as investors reacted to

Introduction: A Tumultuous Start to the Year Spring 2025 has brought heightened uncertainty as U.S. trade policy takes a more protectionist turn. Proposed tariffs under

Introduction: Trade Policy Shifts and the New Investment Landscape The global investment landscape is evolving rapidly as trade policy becomes increasingly dynamic. From tariffs and

As geopolitical trade tensions intensify, the Tariff Impact on Small Cap Stocks: Strategic Insights for 2025 has become a pressing topic for investors. While headlines

Introduction The recent correction in the small cap stock market has sparked a key question for investors: is this a potential buying opportunity or the