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Monthly Small Cap Commentaries

Small Cap Commentary – April 2017

Equity markets were positive for the month of April as earnings season is churning out better quarterly earnings growth than has been witnessed in several years. As I write this, our benchmark, the Russell 2000® Index has posted +9.7% earnings growth on a year-over-year basis and the S&P 500® Index earnings growth is +13.5% for […]

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Small Cap Commentary – March 2017

The Argent Small Cap Core Equity strategy closed out the first quarter of 2017 on a high note, returning 4.8% (net of fees) and outperforming the Russell 2000® Index return of 2.5%.   The end of the first quarter means two things.  First, baseball is back, and we at Argent are warming up and awaiting the start […]

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Small Cap Commentary – February 2017

The shortest month of the year was positive for the Argent Capital Small Cap Core Equity strategy as the portfolio returned 2.4% (net of fees) compared to the Russell 2000 Index return of 1.9%.  Longer-term numbers also continue to provide peace of mind and proof that our process works.  Argent’s small cap strategy is ahead […]

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Small Cap Commentary – January 2017

On a recent Saturday I walked into our living room to find my 8 year old daughter quite literally sitting on her hands.  Upon noticing the inquisitive look on my face, she told me she was “waiting to see if fun dad wanted to go outside or if not fun dad was going to ask […]

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Small Cap Commentary – December 2016

Another year is in the books and, we must admit, we are sad to see it go. The Argent Small Cap strategy ended 2016 up 24.5% (net of fees), besting the Russell 2000® Index return of 21.3%.   While we will remember our performance, what most will remember about the year is the election and subsequent […]

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