Russell 2000

4 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Dec 30, 2021 by Jamie Montgomery · across every show →

Everything said about Russell 2000, oldest first

Dec 30, 2021 bearish

Assertion Partly supported

Montgomery: 70% of Russell 2000 companies disappeared over twenty years

“I mean, I think if you look at the loss ratio in the Russell, 2000 over the last 20 years, you know, about 70% of the companies went away, and if you bought the top 10 companies in the Dow 20 years ago, you'd be holding, you know, 20 cents on the dollar right …”

Jamie Montgomery Dec 30, 2021 ▶ 17:19 Jamie Montgomery – March Capital (Manager Meetings, EP.26)

Jan 22, 2024 positive

Assertion Not checkable as stated

Franklin: Cambridge buyout portfolio valuation marks are lower than Russell 2000

“So I can't speak for the industry as a whole, but within our buyout portfolio, the valuation marks are lower than the Russell 2000.”

Tilly Franklin Jan 22, 2024 ▶ 47:22 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Jan 22, 2024 positive

Assertion Not checkable as stated

Franklin: Cambridge buyout portfolio has lower leverage than the Russell 2000

“So we actually looked at the leverage level of our underlying buyout portfolio. And that analysis showed that the leverage in our buyout portfolio was actually lower than the leverage in the Russell 2000.”

Tilly Franklin Jan 22, 2024 ▶ 45:54 Tilly Franklin – Endowment Model at Cambridge University (EP.363)

Mar 3, 2025

Assertion Supported

Zorub: Russell 2000 index swung 8% to 10% six times last year

“Take the IWM, the Russell, and just look at last year, that index probably went up or down eight to 10%, six or seven times in one year.”

David Zorub Mar 3, 2025 ▶ 38:12 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)

Russell 2000

Everything said about Russell 2000, oldest first

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