Small Cap Value Portfolio Review - June 2024

July 12, 2024

The Small Cap Value portfolio ended the quarter on a down note, similar to the Russell 2000 and Russell 2000 Value Indices. We lagged the benchmarks for the month due to weaker results in Energy and Communication Services. Our Energy stocks declined after a strong performance in May, and our Communication Services stocks, which focus on the small business market, were negatively impacted by another month of weak small business sentiment.

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Small Cap Value Portfolio Review - June 2024

July 12, 2024

The Small Cap Value portfolio ended the quarter on a down note, similar to the Russell 2000 and Russell 2000 Value Indices. We lagged the benchmarks for the month due to weaker results in Energy and Communication Services. Our Energy stocks declined after a strong performance in May, and our Communication Services stocks, which focus on the small business market, were negatively impacted by another month of weak small business sentiment.

Important Disclosure

Contact Us

Thank you! Your submission has been received. A member of the Pinnacle team will be in touch shortly.
Oops! Something went wrong while submitting the form.

- or -
Book a Call With Us Today