Category: Small Cap Value Commentaries

Equity markets saw broad-based strength during the second quarter of 2023. For the quarter, the Russell 2000® Value (R2V) Index increased 3.18%, the Russell 2000® Growth (R2G) Index was up +7.05%, and the S&P® 500 Index (S&P) increased 8.74%.  The Kennedy Capital Small Cap Value (SCV) composite rose 4.95% (gross of fees) and 4.73% (net of…

Equity market performance was mixed during the first quarter of 2023.  For the quarter, the Russell 2000® Value (R2V) Index declined 0.66%, the Russell 2000® Growth (R2G) Index was up +6.07%, and the S&P® 500 Index (S&P) increased 7.46%.  The Kennedy Capital Small Cap Value (SCV) composite rose 0.09% (net of fees) during the quarter, outperforming…

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 2000® Value (R2V) Index rose 8.42%, the Russell 2000® Growth (R2G) Index was up 4.13%, and the S&P® 500 Index (S&P) increased 7.56%.  In contrast, for the year,…

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 2000® Value (R2V) Index declined 4.61%, the Russell 2000® Growth Index was up +0.24%, and the S&P® 500 Index fell 4.88%.  The quarter was a…