Small Cap Value Portfolio Review - January 2026
February 10, 2026
January saw a broadening of performance for the Pinnacle Small Capitalization Value portfolio. We used the strength in AI-related stocks this month to reduce our exposure, both direct and indirect, to the space. We believe a lot of good news and expectations are being priced into these stocks, and we do not want to be overexposed to one (very popular) part of the economy.
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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.
