The Russell 1000 Value ETF rose 3.68%, while L2’s strategy rose 5.56%1 net in the quarter. The quarter was marked by strong allocation and stock picking with the strategy besting the benchmark in eight out of the 11 sectors.
Since inception in 2013, L2’s Large Cap Value strategy has outperformed the Russell 1000 Value ETF by nearly 50%. We continue to believe that, similar to the
peaks of the Nifty Fifty bubble and the dot.com bubble, we are at a generational moment for disciplined, low cost, evidence-based active managers like ourselves. Against this backdrop, we find the opportunities in large cap value to be as compelling as they are important to achieve diversification from the highly concentrated large core and growth indexes.
L2 Large Cap Value – Q2 2025
Table of contents
When
July 16, 2025
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Q2 2025 STRATEGY PERFORMANCE:
The Russell 1000 Value ETF rose 3.68%, while L2’s strategy rose 5.56%1 net in the quarter. The quarter was marked by strong allocation and stock picking with the strategy besting the benchmark in eight out of the 11 sectors.
Since inception in 2013, L2’s Large Cap Value strategy has outperformed the Russell 1000 Value ETF by nearly 50%. We continue to believe that, similar to the
peaks of the Nifty Fifty bubble and the dot.com bubble, we are at a generational moment for disciplined, low cost, evidence-based active managers like ourselves. Against this backdrop, we find the opportunities in large cap value to be as compelling as they are important to achieve diversification from the highly concentrated large core and growth indexes.