Category: Mid Cap Value Commentaries

Historical commentaries are available upon request, please e-mail marketing@kennedycapital.com

Mid Cap Value – Q4 2022 Commentary

January 27th, 2023
Fourth quarter 2022 equity market performance was a lone bright spot in what was a challenging year for returns across all major asset classes.  For the quarter, the Russell Midcap® Value (RMV) Index rose 10.5%, and the S&P® 500 Index (S&P) increased 7.6%.  In contrast, for the year, the RMV declined -12.0%, and the S&P declined…

Mid Cap Value – Q3 2022 Commentary

October 21st, 2022
US equity market performance was mixed in the third quarter of 2022, with most major market indices down low single digits on a percentage basis over the three-month period.  The Russell Midcap® Value (RMV) Index declined -4.93%, and the S&P® 500 Index fell -4.88%.  The quarter was a tale of two halves: From June 30th…