Pinnacle Associates, Ltd.

#Investing #SmallCapValue #StockMarket #Wealth #Finance

Thomas Neuhaus, CFA,?is a seasoned Portfolio Manager at Pinnacle Associates who brings a wealth of experience in small-cap investing and market navigation to our?Small Cap Value team.?With a background in?investment banking and equity research,?he uses a sharp analytical approach to navigate small-cap markets through evolving economic cycles. Before joining Pinnacle, Thomas spent three years in?Investment Banking at Scott & Stringfellow?and three years as an?equity analyst specializing in information technology at BB&T Capital Markets.?As both a?CFA? charter holder and Chartered Market Technician (CMT),?he combines deep fundamental and technical expertise to uncover opportunities in the small-cap space. Read more about Thomas and his team’s investment approach here: https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

Please meet Jack Bocock, a key leader of our Small Cap Value team at Pinnacle Associates, leveraging over 25 years of expertise in active portfolio management. With?25+ years in the industry, Jack brings deep expertise in?active management of small-cap equities, asset allocation for taxable investors, and navigating the energy sector. Prior to joining Pinnacle, Jack was the?Founder and Chairman of Investment Management of Virginia?and previously served as Managing Director at?Scott & Stringfellow Capital Management.?His background also includes service as a?Naval Special Warfare Officer, bringing a disciplined and strategic approach to investment decision-making. Learn more about Jack and his investment philosophy here: https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

We’re excited to spotlight?R. George Pickral,?Portfolio Manager at Pinnacle Associates, who co-leads our?Small Cap Value team?alongside two seasoned portfolio managers. With over two decades of experience navigating the U.S. equity markets, George brings deep expertise in identifying?high-quality small-cap value stocks poised for growth. Before joining Pinnacle, George worked on both the?buy and sell side,?including as a Senior Research Analyst at?ACK Asset Management?and Stephens Inc. His keen ability to uncover?indirect small-cap stock ideas for large-cap thematic trends?adds a unique dimension to our investment strategy. Learn more about George and his approach to small-cap investing here: #Investing #SmallCapValue #StockMarket #Wealth #Finance

Small-Cap Value - The Reversion Opportunity Small-cap stocks are currently trading at historically attractive valuations compared to large caps. After a decade of underperformance, mean reversion suggests that small caps are due for a resurgence. Key catalysts include: -Domestic revenue dominance—poised to benefit from pro-growth U.S. policies. -Attractive valuation multiples—relative to large caps, small caps are trading at a discount. -Increased M&A potential—lower rates create an ideal environment for strategic acquisitions. For long-term investors, the current valuation gap presents a compelling entry point. Read our latest white paper to learn more – https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

Small-Cap Value - Breaking Down the Top-Heavy Market Structure As interest rates decline, small-cap stocks stand to benefit significantly. Unlike large caps, which often struggle with global headwinds like currency fluctuations, small caps are more agile and domestically focused. -Lower rates increase the present value of future cash flows, boosting small-cap valuations. -Investors seeking higher returns turn to small caps as an attractive high-risk, high-reward opportunity. -A low-rate environment fuels M&A activity—where small caps frequently become acquisition targets, leading to potential investor windfalls. In our view, this is an inflection point for small caps to shine. Read our latest white paper to learn more – https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

The Case for Small-Cap Outperformance: Why Now? Small-cap stocks, typically companies with market caps below $2 billion, are poised to benefit from today’s key macroeconomic tailwinds. With lower interest rates and improving economic conditions, small caps stand to gain more than their large-cap counterparts. -Small caps thrive in stronger economic environments, benefiting from increased consumer spending and domestic business activity. -Lower rates reduce borrowing costs, enabling small cap companies to finance growth at increasingly affordable rates. -With a historical tendency to outperform large caps in economic upswings, small caps offer a compelling opportunity. Download our latest white paper here – https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

We’re excited to share that Pinnacle Associates’ Monica Jalife, CFA,CFP has been recognized once again on the Forbes Top Women Wealth Advisors – Best in State ranking, an honor awarded by Forbes & SHOOK Research.? ? The list highlights 2,400+ top women advisors managing a collective $3.6 trillion in assets, and Monica has secured a spot in the top 10 in New York City - climbing several ranks from last year. Congratulations, Monica! ? We are incredibly proud of Monica for receiving this honor, which is a reflection of her and the team’s dedication throughout the year in helping clients reach their financial goals. ? The list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends. ? To learn more about this honor, the methodology, and to access the full list click here:?https://lnkd.in/gbJByMqX

Unlocking Opportunity: Why Small-Cap Value Stocks Are Poised to Outperform in a Changing Market With attractive valuations, strong fundamentals, and the potential to benefit from lower interest rates and economic shifts, now is an optimal time to take a closer look at the small-cap value stock asset class. Pinnacle Associates’ latest white paper explores: -Why small-cap value stocks may outperform in the coming years -The risks of passive small-cap investing and index concentration -How active management can unlock superior opportunities Download the white paper here – https://lnkd.in/eR6kZ4eN #Investing #SmallCapValue #StockMarket #Wealth #Finance

Ryan Fause, Wealth Advisor at Pinnacle Associates, shares a quick market recap - and a look ahead at what investors might expect in 2025. For more information, we invite you to register for our Winter 2025 Market Update webinar on February 4th?-?register today:?https://lnkd.in/eePksHqY