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Small Cap Equity Strategy Q4 2019 Review & Outlook: Trend Reversal Brings Optimism

January 16, 2020

In his commentary Portfolio Manager Chris Colarik notes that market gains in the fourth quarter were driven by broader stock participation, which contrasted with 2019 during which just 5 percent of the Russell 2000 accounted for 44 percent of the index’s performance. This potential new trend may provide the portfolio with a favorable backdrop given the strategy’s diversified approach to small cap investing and the steep discount of its holdings as compared to the Russell 2000.