Q1 2026 STRATEGY PERFORMANCE:
L2’s Large Cap Core strategy lost -7.75% net in the quarter while the benchmark Russell 1000 ETF fell -4.29%. Over the long haul, our evidence-based, data driven approach will continue to identify mispriced companies with compelling fundamentals and should compound investors’ capital at higher than benchmark rates. Even after this challenging quarter, the strategy maintains a healthy lead over the R1000 ETF (IWD).
MARKET OVERVIEW: QUICK SUMMARY
Large Cap Value and Midcap benchmark ETFs delivered modest but positive returns in Q1 2026 of 1.97% and 1.27%, respectively, due to their relatively large exposures to the Energy sector. In contrast, with much smaller weights in Energy and big losses in Information Technology stocks, Large Cap Core declined -4.29% and Growth, which has almost no Energy stocks, tumbled -9.83%.
L2 Large Cap Core Trade Strategy – March Q1 2026
Table of contents
When
April 2, 2026
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Q1 2026 STRATEGY PERFORMANCE:
L2’s Large Cap Core strategy lost -7.75% net in the quarter while the benchmark Russell 1000 ETF fell -4.29%. Over the long haul, our evidence-based, data driven approach will continue to identify mispriced companies with compelling fundamentals and should compound investors’ capital at higher than benchmark rates. Even after this challenging quarter, the strategy maintains a healthy lead over the R1000 ETF (IWD).
MARKET OVERVIEW: QUICK SUMMARY
Large Cap Value and Midcap benchmark ETFs delivered modest but positive returns in Q1 2026 of 1.97% and 1.27%, respectively, due to their relatively large exposures to the Energy sector. In contrast, with much smaller weights in Energy and big losses in Information Technology stocks, Large Cap Core declined -4.29% and Growth, which has almost no Energy stocks, tumbled -9.83%.