Small Cap Value Strategy - September 2026
October 19, 2026
According to our preliminary results, the Small Capitalization Value Portfolio Composite was up 1.20%, net of fees, for the quarter, versus the 4.91% decline for the Russell 2000 Value Index and the 7.23% decline for the Russell 2000 Index. Year-to-date, the Portfolio is up 35.24%, net of fees, versus the 16.96% gain for the Russell 2000 Value Index and the 13.71% gain for the Russell 2000 Index. The portfolio remains ahead of the benchmark indices for the 1, 3, 5, 10-year and since-inception periods.
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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.
