Insights + Commentary


Q2 2026 Review and Outlook
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.

26 Years of Discipline
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

How We Exploit Volatility
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

What’s in Your Portfolio?
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

The Biggest Loser Screen
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