Value investing has demonstrated remarkable long-term success because it exploits fundamental market inefficiencies—periods when emotional selling, neglect, or temporary business challenges cause quality companies to trade below their intrinsic worth.…
Tag: Small Cap Stocks
Validea's Top Russell 2000 Stocks - September 2024
Small-cap stocks have underperformed for a long time now. But their fundamentals have not. That has led to many more bargains in the small-cap space than in the big names…
Validea's Top 10 Russell 2000 Stocks - August 2024
Small-cap stocks have struggled relative to their large-cap counterparts for a long time now. But their fundamentals haven’t lagged their large counterparts in the way their price has. This has…
Market Reversal Puts A Spotlight on Small-Cap Stocks
As the wider market rally slows down, investors are pinning their hopes on small-cap stocks, pouring $4.2 billion into the U.S. mutual funds and ETFs that buy them, reports an…
Winning With Brain Power at Bridgeway Capital
Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or…
Small-Cap Stocks Have Been Crushed But Could Rebound Soon
Small-cap stocks have suffered more than their larger counterparts this year, with the small-cap Russell 2000 down 31.8% from its record highs last November compared to the S&P 500, which…
Small-Cap And Value Stocks Are Poised to Climb in 2022
In an interview with CNBC’s “ETF Edge” program, Dimensional Fund Advisors co-CEO and CIO Gerard O’Reilly says small-cap and value stocks look to continue climbing in 2022, and the firm…
Small-Cap Stocks May Not Be Such a Bargain
Small-cap stocks appear to be a bargain, but if you dig a little deeper the story gets more complicated, as detailed in a recent article in the Wall Street Journal.…
Small-Cap Recap from Royce
In the first quarter of this year, the Russell 2000 index saw a robust 12.7% gain which represented a “record-setting one-year return of 94.8%” and gave investors an “especially vivid…
The Size Effect Never Existed
While some young academics are trying to increase the list of investment factors, “grizzled veterans are concluding that the small-company effect does not, after all, exist.” This according to a…