Small Cap Value Portfolio Review - January 2025
February 13, 2025
The Small Capitalization Value Portfolio (SCV) was doing well through the first 24 days of the month until the DeepSeek news rattled the markets on 1/25/2025. We have exposure to the AI/energy space through our longstanding holdings in BWX Technologies, Argan, Vicor, and, more recently, through our November purchase of Solaris Energy Infrastructure. These stocks performed well over the past few months and had grown into larger positions in the portfolio.
Important Disclosure
Contact Us
Oops! Something went wrong while submitting the form.
- or -
Book a Call With Us Today
Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
