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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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.
