Small Cap Value Portfolio Review - May 2025
June 5, 2025
Sell in May and go away? Not this year. The market reacted positively to “revised” tariff demands and earnings results were better-than-feared. Small capitalization indices (and the Pinnacle SCV portfolio) are still down year-to-date, but the market had a good month. The portfolio was up strongly, benefiting from overall good earnings and, specifically, from a rebound in energy/AI/datacenter interest. We continue to believe that expectations for small capitalization value stocks remain (highly) muted.
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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.
