Small Cap Value Portfolio Review - July 2024
August 19, 2024
Since the beginning of the year, we have been expecting (hoping) for a rotation from momentum to value stocks, and July delivered the reversion to the mean trade with a bang. The Pinnacle Small Cap Value Portfolio composite came in above the Russell 2000 Value and the Russell 2000 Indices for the month.
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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.
