Storm impact will likely delay industrial work, but not cancel it altogether.
Just 11 of the 25 names in this portfolio are in positive territory since its Jan. 1 inception, but small-caps value stocks in general haven't done much this year.
The rising market tide isn't lifting all boats, as many value names among smaller companies have not shined so far this year.
Here are Friday's top research calls, including upgrades for Ford, Intel and Wynn Resorts, and a downgrade for Whirlpool.
WesBanco and EMC Insurance Group are among the fresh faces that are part of this year's 25 portfolio companies.