Small Cap Value Portfolio Review - November 2024
December 11, 2024
Throughout the summer, the market focused on the outlook for lower in- terest rates which lifted our real estate and financial sector holdings. Investor focus has shifted to data centers and the energy demand required for the build out of that sector. Our portfolio has several positions that fit this theme (Solaris Oilfield Infrastructure, Argan, BWX Technologies, and Vicor), and these stocks have become more popular.
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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.
