Written by J. Cannon Carr, Jr., Jeffrey P. Moeller, CFA, Derek M. Tubbs, Joshua G. Tucker, CFA on October 9, 2018
The Fundametrics® Small Cap Value strategy returned 1.71% for the quarter, vs. the Russell 2000 Value’s 1.60%.
Despite our slight edge, this remains a challenging market for Value investors. Factor...
Since July 31st, Turkey’s national currency, the Turkish Lira, has fallen as much as 23% on threats of a trade war and declining confidence in Turkey’s government. Turkey clearly faces some daunting...
Written by J. Cannon Carr, Jr., Jeffrey P. Moeller, CFA, Derek M. Tubbs, Joshua G. Tucker, CFA on July 11, 2018
The Fundametrics® Small Cap Value strategy returned 6.55% for the quarter, trailing the Russell 2000 Value’s 8.30%--certainly a disappointing quarter, but consistent with what we would expect in...
Written by J. Cannon Carr, Jr., Jeffrey P. Moeller, CFA on July 9, 2018
What do the market winners look like mid-way through 2018? Using our database, which captures millions of financial records on thousands of individual stocks, we answer that question with two graphs...
