Small Cap Value Portfolio Review - June 2025
July 15, 2025
We began our March update with the following: “… long-term investors earn their returns by staying invested in good companies through market volatility. Every market crisis is different, but history suggests that this is unlikely to be a good time for long-term investors to shift a long-term investment strategy heavily into cash”. That short bit of conventional wisdom is easier said than done, but it turned out to be on the money. “Liberation Day” was more like “Capitulation Day”, and the equity market came out of that short but sharp panic to produce one of the fastest recoveries in history.
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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.
