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Small Cap

Small Cap, Large Cap

Making the Argument for Sector Neutrality

(Originally published June 27, 2019 and updated November 20, 2024) One of the most-common questions...
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Small Cap, Equity Investing, Asset Management

Is Now the Time to Invest in Small Caps?

Small caps fell more than 20% in 2022. It was the 10th worst annual return for the space in its...
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Small Cap, Large Cap, Wealth Management

Pros and Cons: Quantitative Versus Fundamental Analysis

Of the thousands of mutual fund managers in operation today, there are countless opinions on...
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Small Cap, Equity Investing, Asset Management

Year in Review: What’s Driven Our Small Cap Fund’s Outperformance?

The past 12 months have set up a favorable environment for active small cap managers, as...
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Small Cap, Large Cap, Equity Investing, Value Investing

A Year from the Market Trough: 3 Trends and 3 Takeaways

Last week marked a year since U.S. stock markets reached their trough, a period that saw the S&P...
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Small Cap, Large Cap, Equity Investing, Value Investing

Calling All Book Lovers – Spring Reading List

Spring is in the air which means one thing, it’s time for the annual tradition of Spring Break!...
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