Small Cap Value - Quarterly Commentary
January 17, 2024
According to our preliminary results, the Small Capitalization Portfolio Composite was up 12.12%, net of fees, for the quarter, slightly behind the 14.03% gain for the Russell 2000 Index and the 15.26% gain of the Russell 2000 Value Index1. For the year, the Portfolio Composite was up 12.53%, net of fees, versus up 16.93% for the Russell 2000 Index and up 14.65% for the Russell 2000 Value Index.
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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.
