Recent Market Movement The markets have been in decline as of late, reflecting a period of increased volatility across small-cap equities. At one point, the

Market Backdrop Recent discussion around small-cap equities has focused on whether the recent improvement in performance relative to large cap equities represents the beginning of

Market Cycles and Leadership Shifts Equity markets move through cycles in which leadership shifts across segments. Periods of large-cap dominance have historically been followed by

Recognition Within a Competitive Universe Ironwood Investment Management, LLC is pleased to share that the Ironwood Small Cap Core strategy has been ranked #1 PSN

Market Backdrop U.S. equity markets delivered strong returns in 2025, supported by resilient economic growth, moderating inflation, steady consumer demand, and improving corporate earnings expectations.

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