Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Style analysis

Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022

January 6, 2026 Brian Gilmartin Leave a comment

(Click on spreadsheet to enlarge) Readers know that every 6 weeks, the “style-box” update is posted to this blog. What’s…

Continue Reading →

Posted in: Style analysis

SP 500 Earnings and Style-Box Update

November 17, 2025 Brian Gilmartin Leave a comment

Starting off a little differently this week, click on the above excel spreadsheet and note the expected annual SP 500…

Continue Reading →

Posted in: Style analysis, Weekly Earnings Update

Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps

June 29, 2025 Brian Gilmartin Leave a comment

Return data courtesy of Morningstar, Inc. Probably of little surprise to readers, but the growth style of investing continues to…

Continue Reading →

Posted in: Russell 2000, SP 400 MidCap, Style analysis

Style-Box Update: Growth Comes Roaring Back

May 16, 2025 Brian Gilmartin Leave a comment

The above spreadsheet is an easy way for me to stay updated on the various style box returns based on…

Continue Reading →

Posted in: Style analysis

Beware Rotation / SP 500 Top10 Stocks YTD performance / Top 10 Client Holdings

January 17, 2025 Brian Gilmartin 2 Comments

Here’s a chart of the Top 10 SP 500 names (by market cap) and how the stocks have performed YTD…

Continue Reading →

Posted in: Style analysis, Top 10 Client Holdings, Top 10 Market Cap Weights

Post navigation

Page 1 of 12
1 2 … 12 Next →

Fundamentalis

  • It’s a New Year, and At Least So Far, a New Stock Market
  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis