No September Blues for Small Cap Stocks

No September Blues for Small Cap Stocks

October 12, 2017. By Mark Barry: Small cap stocks have been on a roll lately, with the Russell 2000 Index hitting several new all-time highs. For the month of September, the Russell 2000 Index (IWM) was up 6.2%, compared to a 2.1% gain for the S&P 500 Index (IVV)....
The Case for Investing in Smaller Hedge Funds

The Case for Investing in Smaller Hedge Funds

April 26, 2017. By Mark Barry: The market environment over the past several years has proved difficult for many hedge funds, with several high profile managers making headlines amid declining performance and the resulting loss of assets as investors seek to deploy...
No September Blues for Small Cap Stocks

Intelligent Index, Fourth Quarter 2016

January 17, 2016. By Richard Greene and Mark Barry: In what can best be described as the year of the improbable, equity markets ended the fourth quarter and 2016 in record high territories and registered strong returns across almost all equity sectors.  The fact that...
No September Blues for Small Cap Stocks

Intelligent Index Review, Third Quarter 2016

November 4, 2016. By Richard Greene: Despite the crazy election rhetoric, the third quarter was the best of the year so far for the market and while economic data was mixed, consumer confidence reached post-recession highs. While economic conditions were relatively...
Intelligent Index Review, Second Quarter 2016

Intelligent Index Review, Second Quarter 2016

August 18, 2016. By Richard Greene: The March rally continued into the second quarter, albeit at a slower pace, as equity markets rose steadily. This rise was disrupted in late June as the UK voted to leave the European Union, which saw global markets take a nosedive....