Northern Small Cap Value Fund Q4 2025 Commentary
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Northern Fundamentals33 FollowersFollow5ShareSavePlay(4min)CommentsSummaryThe Russell 2000 Value Index finished the fourth quarter higher, outpacing the larger cap S&P 500 index and the Russell 2000 growth index.Health Care was the best performing sector in the index, led by Pharmaceutical and Biotechnology companies.The Northern Small Cap Value Fund underperformed its benchmark, the Russell 2000 Value Index.The outperformance of highly volatile names with low profitability was a headwind to relative returns as the Fund is typically underweight those segments of the market.Going forward, we will continue to seek out more reasonably priced, but profitable, small-company stocks and avoid lower quality companies. Bussarin Rinchumrus/iStock via Getty Images Fund Commentary The Russell 2000 Value Index finished the fourth quarter higher, outpacing the larger cap S&P 500 index and the Russell 2000 growth index. Better than expected GDP data and continued strength in corporate earningsThis article was written byNorthern Fundamentals33 FollowersFollowOur investment philosophy primarily resides in buying equities for long term investments. However, we do enter trading positions primarily in the options and futures market to take advantage of situations as they arise (VIX and energy trades). Our background includes: -Applied science perspective with an Engineering background -Health science perspective with a Registered Nurse background -Finance perspective with an MBA background