With the election over and a Trump victory looking likely, small-cap stocks could be a major beneficiary. Not only are small-cap stocks cheap compared to their large-cap counterparts, but they…
Tag: Small cap value
Five Top Small-Cap Value Stocks Based on the Strategies of Legends
Small-cap value investing has been a market beating strategy over the long-term, despite its struggles in recent years. This approach focuses on smaller companies (typically with market capitalizations between $300…
Small Cap Value: Waiting for the Jumpstart
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. When I…
Mapping The Opportunity in Small Caps to Value Investment Strategies
By Justin Carbonneau (@jjcarbonneau) — Verdad, a value oriented and global asset manager, recently published a piece highlighting the valuation gap that exists between small caps and large cap stocks,…
Historical Value Performance in Recessions and Recoveries A Guide to Future?
The poor performance of value in recent years has led many investors to abandon the strategy, but “observers of market history know that value has faced similar death sentences previously,…
Peril and Opportunity in Small Value Stocks
The fortune of small value stocks are “irrevocably linked” with today’s key economic questions, according to a recent Morningstar article. The article argues that this segment of the market is…
Small-Cap Value Gets an Apology
A recent article in Verdad Research defends small-cap value investing by arguing that “though the past few years have been painful for small-value investors, this is perhaps a once-in-a-century buying…
Small-Cap Value Stocks May Be Worth the Wait
According to a recent article in Barron’s, “academics have found that small-value stocks beat more popular growth ones if you can wait out the fallow periods.” “One of the most…
Five Questions: Private Equity in Public Markets with Brian Chingono
By Jack Forehand (@practicalquant) — There are many misconceptions about private equity investing. Many investors view it as a domain where the rich and institutions earn outsized returns that are not…
Securing Alpha From Small-Cap Stocks
Vitali Kalesnik and Noah Beck of Research Affiliates provide a detailed analysis of how investors may be able to capture alpha in the small-cap sector. They liken investing in…