TimesSquare U.S. Small Cap Growth Strategy Q1 2025 Commentary
Source: SeekingAlpha
2025-04-23 14:58:00 ET
Summary
- Expectations for businesses and markets were broadly positive as 2025 began. Hopes for a pro-business, lighter regulatory environment lifted global markets in January.
- However, delays and uncertainties regarding U.S. policies tempered markets in February and the U.S. pulled back sharply in March (to say nothing about the early part of April).
- Even before the market’s tariff tantrum at the start of April, there were inflationary pressures. Global Purchasing Manager Indices (PMIs) showed moderating New Order rates and higher Prices Paid/Output for manufacturing and service activities.
- As long-term investors, our portfolios have historically been more resilient to these types of market upheavals, and that investment approach has not changed.
Performance
Annualized | ||||||
1Q25 | 1YR | 3YR | 5YR | 7YR | 10YR | |
U.S. Small Cap Growth Composite (Gross) | 9.41% | -0.68% | 1.95% | 12.59% | 7.32% | 7.99% |
U.S. Small Cap Growth Composite ((NET)) | -9.64% | -1.67% | -0.94% | 11.48% | 6.26% | 6.93% |
Russell 2000® Growth Index | 11.12% | 4.86% | 0.78% | 10.77% | 5.03% | 6.14% |
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TimesSquare U.S. Small Cap Growth Strategy Q1 2025 Commentary
Regal Rexnord Corporation
NASDAQ: RRX
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