Small Cap Value Portfolio Review - December 2025
January 13, 2026
2025 was a miserable year for most active managers; it turns out many of them were not actually straying very far from the most popular stocks. Our strategy is to look for unique (as much as is possible), mispriced stocks/companies that generate attractive returns and have solid balance sheets with experienced management teams. We also want the potential to grow. We believe this approach will probably be more important over the next few years than it has been over the recent past.
Important Disclosure
Contact Us
Oops! Something went wrong while submitting the form.
- or -
Book a Call With Us Today
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.
