Q1 2026 STRATEGY PERFORMANCE:
The Russell 1000 Value ETF rose 1.97%, while L2’s strategy rose 3.83% net in the quarter. In a quarter characterized by extreme volatility, we are happy with the performance of the strategy and continue to pound the table on the availability of high-quality companies trading at reasonable prices.
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 Value Trade Strategy – March Q1 2026
Table of contents
When
April 2, 2026
Who
Matthew Malgari
Dr. Sanjeev Bhojraj
Nathan Przybylo
Q1 2026 STRATEGY PERFORMANCE:
The Russell 1000 Value ETF rose 1.97%, while L2’s strategy rose 3.83% net in the quarter. In a quarter characterized by extreme volatility, we are happy with the performance of the strategy and continue to pound the table on the availability of high-quality companies trading at reasonable prices.
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%.