Small Cap Value Portfolio Review - July 2026
August 11, 2026
Historically, small-capitalization stocks have been viewed as riskier than their large-cap peers. We believe this conventional wisdom may need an upgrade! Today, investors in large-capitalization indices face historically elevated concentration, high valuations, and growing exposure to leveraged investment products.
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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.
