An article in Bloomberg last month profiles Samantha Lau, co-chief investment officer of small and SMID growth strategies at AllianceBernstein. Lau subscribes to some basic rules of small-cap investing, including:…
Tag: small caps
Small and Passive is Better in Money Management
A recent S&P report offers deep-dive analysis into mutual fund performance over the past year versus various benchmarks, according to a Bloomberg article by columnist Barry Ritholtz. “Growth stocks are trouncing…
Small Cap Premium at Historic High
A recent article in Indexology Blog reports that, for the first half of 2018, small caps are outperforming large caps by the largest margin in eight years. In the past four…
Small-Cap Picks from Top Global Investor
A recent Barron’s article profiles Magnus Larson–lead manager of the AMG TimesSquare International Small Cap Fund ($1.2 billion)—who has been able to deliver a 13.6% five-year annualized return (reportedly beating…
Small Caps Outpacing Multinational Peers
Small cap stocks are climbing, a departure from last year’s dip as investors channeled money into larger multinational companies poised to benefit from global economic growth. This according to a…
Aiming for Private Equity-Like Returns Using a Small Cap Value Quant Strategy
By Justin J. Carbonneau (@jjcarbonneau) — “I do not like debt and do not like to invest in companies that have too much debt, particularly long-term debt. With long-term debt,…
A Tale of Two Small-Cap Indexes
A recent article in Barron’s compares the performance of two small-cap indexes: the Russell 2000, the most commonly-used benchmark, and the lesser-known S&P SmallCap 600 index. According to the article,…
Small-Cap Ratings Often Fall Short
The correlation between analyst ratings of small-cap stocks and the subsequent returns of those stocks showed no statistical significance, according to analysis conducted by Barron’s. “In most cases,” the article…
Hulbert: Large Caps Now and Small Caps in January
Small-cap stocks outperform large caps, on average, over the long term, but almost all the small-cap advantage occurs in the early part of the year. This according to a recent…
Small-Caps are on the Upswing
After a brief post-election surge at the end of 2016, small-caps “went nowhere” for nine months, but the asset class has “finally decided to join the party,” writes Ben Carlson…