In today’s briefing:
- Palm Valley Capital Fund Q1 2022 Commentary
- Clearbridge Small Cap Growth Strategy Portfolio Manager Commentary Q1 2022
Palm Valley Capital Fund Q1 2022 Commentary
- The Palm Valley Capital Fund invests in small cap stocks.
- The Fund is new, its underlying return-based investment strategy is not.
- The past year was the first time ever that aggregate small cap earnings actually achieved the forward estimates established by analysts one year earlier.
Clearbridge Small Cap Growth Strategy Portfolio Manager Commentary Q1 2022
- Small cap growth stocks entered bear market territory during the quarter, buffeted by the prospects of monetary tightening, spiking inflation and the uncertainties wrought by Russia’s invasion of Ukraine.
Before it’s here, it’s on Smartkarma