Insights + Commentary
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
Protected: The Biggest Loser Screen
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Half Our Sales Come From Acquisitions
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
The Hidden Winners of AI
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
The Great Rotation
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
Volatility Is Not Risk
Market volatility makes headlines — and makes investors nervous. But is volatility the same thing as risk? In this clip from our latest webinar, CIO
Why Small Caps Right Now
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
Ironwood Small Cap Core Named a PSN Top Gun for the 1- and 3-Year Periods Ending March 31, 2026
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
Small Cap Core Strategy — Q1 2026 Commentary
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
Opportunity Within Volatility: Small Caps, Market Pullbacks, and Global Uncertainty
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
Dispersion Within Small Caps: Opportunity Beneath the Surface
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
Cyclicality in Equity Markets: Small Cap vs. Large Cap Leadership
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
PSN Top Gun Recognition for Ironwood Small Cap Core
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
Small Cap Strength in 2025: Positioning for Durable Long-Term Returns
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.
Small Cap Investing Due Diligence, A 2025 Look Back
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
PSN Top Gun Ironwood Small Cap Core Recognition, A Research Driven Milestone
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
Investment Diligence Process: Why Company Visits Matter for Long-Term Investors
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
Ironwood + Schwab IMPACT 2025: A Partnership Built for the Future
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
Small Cap Investing Insights from Ironwood’s Q3 2025 Commentary
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
The Role of Diligence in Small-Cap Investing: How Ironwood’s Direct Engagement Strengthens Investment Insights and Supports Its Performance Track Record
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
Small-Cap Investing During a Government Shutdown: Potential Opportunities Ahead
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
Small-Cap Rally: Why Investors See Potential Opportunities
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
Small-Cap Investing in 2025: Why It Still Matters
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
The Great Small Cap Core Awakening: Why Smaller Companies Are Stealing the Spotlight
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
Ironwood Small Cap Core Strategy: July 2025 Update and Performance Track Record
Introduction: Why Small Caps Matter Today Small-cap equities remain one of the most dynamic areas of the market. Their agility, innovation, and leadership in niche
Ironwood Investment Management, LLC Awarded Two Prestigious PSN Top Guns* for Small Cap Core
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
Two PSN Top Guns in Small Cap Core | Ironwood
Ironwood’s Small Cap Core earned two PSN Top Guns, reflecting our disciplined approach amid market volatility. Ironwood Top Gun Q2 Press Release