Chris Tessin of Acuitas Investments recently authored a piece for the InvestmentNews that outlined the historical pattern of micro-cap and small cap outperformance during periods of rising interest rates. Tessin…
Tag: small caps
Comparing Active and Index/Passive Small-Cap Funds
Writing in Adviser Perspectives, Larry Swedroe of the BAM Alliance evaluates the performance of the 10 largest (by assets under management) actively managed small-cap funds over the period 2000-15 in…
MarketWatch's Hulbert: Now Could Be the Time for Small-Caps
Mark Hulbert writes in MarketWatch that “all of [the small-cap] sector’s much-vaulted historical relative strength has come at the end of December and early January,” as reflected in the monthly…
Profitably Switching In and Out of Small-Cap Stocks
Joe Mezrich, strategist with Normura securities, and colleague Adam Gould have shown that three factors correspond with small-cap performance: low price-to-sales cost relative to large stocks; economic uncertainty (reflected…
A Small-Cap Growth Approach That Quadruples The Market
In his latest column for Seeking Alpha, Validea CEO John Reese takes a look at a strategy that has been a consistent winner even though it focuses on an area…
Fisher: Don't Fear Deflation
Kenneth Fisher says to ignore those who are saying we are headed for a stock-crushing deflationary environment. (more…)
Return of the Small-Caps?
Small stocks struggled mightily compared to larger stocks in 2014, but Wells Capital’s Jim Paulsen said that signs are pointing toward a small-cap bounce-back. (more…)
Why Not To Give Up On Small Caps
Last year, small-cap stocks lagged large stocks by the widest margin since 1998, but newsletter guru Jim Oberweis says not to quit on the little guys. (more…)
Small Caps for a Strong Dollar Environment
The U.S. dollar has been red-hot lately, and some of the drivers behind its ascent may be in place for the longer term. That could mean good times for US…
What You Don't Know About Small Caps
Small-cap stocks have taken a pounding in recent months, but Francis Gannon of Royce Funds recently offered some intriguing data indicating that fundamental-focused investors would be wise not to quit…