Why Now is the Ideal Time to Revisit Pinnacle Associates’ SMID Strategy (Part II)
November 10, 2025
In our previous communication, we highlighted that short-term volatility and periods of relative underperformance have occurred from time to time over the 29-year history of the Small/Mid Cap Growth Portfolio at Pinnacle. We also discussed and showed how each such period has always been followed by a strong performance recovery.
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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.
