Entries by Editorial Team

Small-Cap Growth – December 31, 2013

At the end of 2012, despite having outperformed the Russell 2000® Growth Index by more than 800 basis points, net of fees, we concluded that the Roxbury/Hood River Small Cap Growth portfolio was still undervalued relative to the index. In 2013, the index performed very well, up 43.3%, and the Roxbury/Hood River Small Cap Growth […]

Small-Cap Growth – September 30, 2013

“Taper-talk” was the driver of 3rd quarter market uncertainty. The beginning of July started with 9 of the first 10 days in positive territory; however, 7 of the last 8 days of September ended with negative returns. The Fed’s comments in May that quantitative easing could be coming to an end were thrown off track […]

Small-Cap Growth – June 30, 2013

The equity markets saw a moderate rise in volatility in the second quarter after it approached historical lows earlier in the year. This can be attributed to an increase in uncertainty surrounding the markets. While many company-specific fundamentals have continued to improve modestly, the macro-economic variables across the globe have been mixed. In the United […]