Category: Micro Cap Opportunities Commentaries

Micro Cap Opportunities – Q1 2024 Commentary

April 23rd, 2024
Market Review The Russell Microcap® Index increased 4.68% in the first quarter of 2024, as stable economic conditions in the U.S. and a shift in sentiment toward Health Care companies drove the index higher.  After a challenging 2023, the Health Care sector led the way in the Russell Microcap® index during the quarter, returning 14.56%. …

Micro Cap Opportunities – Q4 2023 Commentary

January 22nd, 2024
Market Review The Russell Microcap® Index increased 16.06% in the fourth quarter of 2023, as investor sentiment turned toward the potential impact of interest rate cuts and slowing inflation in 2024. This dramatic change in expectations precipitated a significant rebound in every sector except for Energy during Q423, which declined 3.23% yoy due to weakening international…

Micro Cap Opportunities – Q3 2023 Commentary

November 20th, 2023
Market Review The Russell Microcap® Index declined 7.93% in the third quarter of 2023, as investors focused on the risks associated with the rapid rise in interest rates.  Companies with meaningful exposure to big ticket capital projects and those with higher corporate debt levels having become increasingly out of favor.  We continue to see inventory destocking…