A recent article in Advisor Perspectives outlines an interview with Judd Peters, a portfolio manager of the Hotchkis & Wiley Small Cap Diversified Value Fund. Here are some highlights: Investment…
Tag: Small Cap Stocks
Small-Cap ETFs Showing Big Returns
Small-caps are poised to get a “significant boost this year,” according to a recent article in Barron’s. “While much of the broad market has been stuck in the mud,” the…
The Small-Cap Rally Mystery
Small caps have had a good year so far, but the reasons investors favor this asset class may not explain its outperformance, according to a recent article in The Wall…
Biggest Small Cap Outflow in a Decade
Small-caps have seen the biggest outflow in 10 years, according to a recent Bloomberg article. The article says that after being “spooked by the steepest selloff in the domestically focused…
A Contrarian View May Be in Order
The seven-year-old bull market that started in the aftermath of the financial crisis could be facing a shift over the next five years, says Validea CEO John Reese in last…
Investing Principles Part V: Buying Small Cap Stocks
In our final installment of discussion of the Tweedy Browne publication What Has Worked In Investing, we’ll take a look at the relative performance of small-cap versus large cap stocks.…
Want Private Equity Like Returns? Try a Levered Small Cap Stock Approach.
One young hedge-fund manager says that an investor can enjoy the same hefty returns touted by private-equity firms (through the purchase, turnaround and resale of troubled companies) through buying highly…
Looking for Value in Un-Love Small Cap Stocks
Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…
Making the Most of Market Anomalies
David Larrabee, Director of Member and Corporate Products at CFA Institute, gave investors an insider’s thought from the 69th CFA Institute Annual Conference in his latest article. Empirical data suggests…