Insights + Commentary
Celebrating the Season of Gratitude with Ironwood Investment Management, LLC
As the year draws to a close, the holiday season offers a special opportunity to reflect on the values that guide us and to express
Better Together: Ironwood + Schwab: a Force in Small Cap Investing
Ironwood Investment Management, LLC and Charles Schwab have built an enduring 25-year partnership in the small cap investment management industry. Since 1999, at the inception
Small-Caps: A Prime Investment Opportunity for Late 2024
As we move toward the end of 2024, small-cap stocks continue to present a compelling opportunity for investors seeking growth and diversification. Amidst market shifts,
Ironwood Investment Management: A Team of Experts Driving Success in Small-Cap Investing
In investment management, particularly in the specialized arena of small-cap investing, success is built on a foundation of expertise, experience, and collaboration. Ironwood Investment Management,
Fall 2024
The Great Rotation, A Broader Market Rally As we step into the fourth quarter of 2024, the investment landscape has shifted, bringing with it new
Ironwood Small Cap Core Strategy Q3 2024: Driving Alpha
The third quarter of 2024 saw a notable shift in market dynamics, with small-cap stocks gaining momentum as interest rates began to decline. The Ironwood
The Small-Cap Train is Leaving the Station!
The small-cap market is experiencing a pivotal moment (see our blogs on The Great Rotation into Small Caps and on Market Dynamics and Economic Shifts).
Exploiting Volatility to Enhance Your Returns: Patience and Prudence
Volatility is often perceived as a risk, a threat to stability, and a source of anxiety for investors. Yet, at Ironwood Investment Management, LLC, we
Integrating ESG: The Ironwood Small Cap Core Strategy Approach
In today’s investment landscape, ESG investing in small cap companies is gaining traction. The Ironwood Small Cap Core team believes that Environmental, Social, and Governance
Insights from FutureProof 2024: Innovation and Ethical AI in the Investment Management Industry
At Ironwood Investment Management, LLC, we’re always looking to stay ahead of the curve when it comes to industry trends and technological advancements. Brian Collins,
How to Evaluate a Small Cap Investment Manager: A Comprehensive Checklist
In today’s financial environment, selecting the right small cap manager is critical. Small cap stocks may offer significant growth potential but can also come with
Unlocking Value Through High I-Q Investing
Ironwood Investment Management, LLC has carved out a unique niche in small-cap investing with a focus on its proprietary High Ironwood-Quality, or “High I-Q” companies
Federal Reserve Meeting and Interest Rate Changes
Q&A with Don Collins, Ironwood Executive Managing Partner and Chief Investment Officer Question 1: There’s been a lot of talk about potential interest rate cuts
Ironwood Small Cap Core Strategy Ranked #1 in the Nasdaq eVestment Database US Small Cap Core Equity Universe for 1H 2024
On the heels of the strategy’s #1 “Top Gun” ranking by PSN in Q1 2024, the Ironwood Small Cap Core strategy was ranked as the
Ironwood’s Small Cap Focus: Capitalizing on Market Dynamics and Economic Shifts
Ironwood Investment Management, LLC, has long been a specialist in the small cap equity space, leveraging their expertise to identify high-quality companies with growth potential.
Ironwood Investment Management LLC’s Investment Philosophy Overview
Deep Dive into The Ironwood Small Cap Core Strategy Investment Philosophy In the fast moving world of investment management, finding a strategy that outperforms the
Great Rotation into Small Cap Stocks
The Great Rotation into Small Cap Stocks: An Overview The financial markets have recently witnessed a shift, often referred to as the “Great Rotation,” where
Summer 2024
A Rising Tide Does Not Always Lift All Boats In the second quarter of 2024, the US economy continued along its path to normalization. Gross
Ironwood Investment Management, LLC’s Track Record of Success
Ironwood Investment Management, LLC: A Quarter Century of Small Cap Investing For over 25 years, Ironwood Investment Management, LLC has been a leader in small
Why Ironwood
Ironwood Investment Management, LLC, based in Boston and founded in 1997, stands out for its blend of robust financial acumen and unwavering commitment to ethical practices. With a focus on small-cap strategies and ESG considerations, Ironwood consistently delivers strong performance, making it a trusted partner in the investment landscape.
Ironwood Investment Management, LLC #1 in the PSN Rankings
Ironwood Investment Management, LLC: A Small Cap Success Story With a history spanning over 25 years, Boston-based Ironwood Investment Management, LLC has steadily built a
Ironwood Small Cap Core Ranked #1 by PSN
Ironwood Small Cap Core Ranked #1 by PSN for the Quarter Ending March 31, 2024
Spring 2024
“It is possible to have too much of a good thing” Aesop The stock market rally that started in the fall of 2022 continued into
Ironwood Small Cap Core Ranked #1 by PSN
Ironwood Small Cap Core Rated #1 by PSN for the Quarter and One Year Period Ending December 31, 2023
Winter 2024
Que Sera, Sera How quickly times can change! Investors were decidedly pessimistic entering 2023, as it appeared that the Federal Reserve (Fed) in its quest