What Are Small-Cap CEOs Doing?
Co-CIO Francis Gannon details what Royce has been hearing in our conversations with the CEOs of small-cap companies. Q3 2019 hedge fund letters, conferences and more kreatikar / Pixabay What have you... Read More
Do Current Conditions Support A Small-Cap Rally?
Senior Investment Strategist Steve Lipper shows how a slow economy, an accommodative Fed, and the calendar add up to positive prospects for small-cap stocks. Q3 2019 hedge fund letters, conferences... Read More
How Has Volatility Affected Small Cap Deep Value?
PM Bill Hench details where he is finding opportunities for our Deep Value Approach and how volatility has affected his portfolios’ weightings. Q3 2019 hedge fund letters, conferences and more How... Read More
Could Mega-Caps Be In A Mega Bubble?
Chuck Royce and Francis Gannon discuss the recent regime shift in the market and what types of small-cap industrials look attractive to them. Q3 2019 hedge fund letters, conferences and... Read More
Is The Small-Cap Rotation Sustainable?
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon recap 3Q19, discuss September’s reversals, and detail why these market rotations could be sustainable. Q3 2019 hedge fund letters, conferences and more What... Read More
4 Key Holdings For Small Cap Deep Value Strategy
Assistant Portfolio Managers Suzanne Franks and Rob Kosowsky detail holdings that have done well and others that they are optimistic about. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Our... Read More
Can Small-Cap Footwear Outrun A Recession?
PM Jay Kaplan makes his case for footwear stocks and details a quality holding. Q2 hedge fund letters, conference, scoops etc ThomasWolter / Pixabay Footwear is a really interesting investment, almost all... Read More
What Is A Positive That Small Cap Investors Are Overlooking?
Four small-cap specialists discuss positives that investors may be overlooking. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Chuck Royce: Reduced Inflation I think investors have been over-focused about a recession... Read More
3 Small-Cap Cyclical Opportunities
Senior Investment Strategist Steve Lipper details three sectors at the intersection of quality and value where he is finding opportunities. Q2 hedge fund letters, conference, scoops etc Where are you finding... Read More
The Hidden Appeal Of Small-Caps And Cyclicals
In our semiannual letter on the state of small-caps, we delve into what we believe is the next phase for the asset class. Q2 hedge fund letters, conference, scoops etc A... Read More
How Small-Caps Are Navigating An Uncertain Economy
Chuck Royce and Francis Gannon detail where they are finding small-cap opportunities amid negative economic news. Q2 hedge fund letters, conference, scoops etc geralt / Pixabay Francis Gannon: Chuck, we had an... Read More
3 Small-Cap Myths
Senior Investment Strategist Steve Lipper discusses three misconceptions investors may have about small-cap stocks. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay As we talk to investors about investing in... Read More
4 Quality Cyclical Small Caps
PM Lauren Romeo discusses recent market volatility and gives a deep dive on four key holdings in our Premier Quality strategy. Q1 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay With... Read More
4 Things You Don’t Want To See In Proxies
PM Charlie Dreifus explains why investors should be wary of these four things in proxies. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay In proxies there's a lot to be... Read More
Innovation In Small-Caps
Co-CIO Francis Gannon details opportunities for small-cap investors in sectors he believes may be overlooked. Q1 hedge fund letters, conference, scoops etc rawpixel / Pixabay Which sectors do you think investors are... Read More
Small-Cap Housing Stocks
PM Bill Hench on where he is finding bargains within the housing sector. Q1 hedge fund letters, conference, scoops etc pasja1000 / Pixabay What is appealing about the housing sector? We like the... Read More
Small-Cap Perspective
Co-CIO Francis Gannon on what increased volatility, lower returns, and low interest rates mean for the small-cap market. Q1 hedge fund letters, conference, scoops etc User:klip game [Public domain], via Wikimedia... Read More
Finding Small cap Opportunities Amid International Economic Weakness
David Nadel discusses three international small-cap holdings and how our Quality at a Reasonable Price strategy has performed recently. Q1 hedge fund letters, conference, scoops etc geralt / Pixabay How has the... Read More
Small-Cap Investment Outlook In 4 Charts
Senior Investment Strategist Steve Lipper analyzes the recent small-cap market through four charts. Q1 hedge fund letters, conference, scoops etc What does recent volatility tell us about where we are in... Read More
Will 1Q Rebound Lead To A Slam Dunk For Small-Caps?
Can the Rally Keep Running? Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay 1Q19 - A Welcome Rebound Small-caps came roaring back in 1Q19 (along with the rest of the U.S.... Read More
Finding Opportunities In Small Cap Banks
PM Jay Kaplan makes the case for his interest in small-cap banks. Q4 hedge fund letters, conference, scoops etc PIRO4D / Pixabay Why are small-cap banks usually overlooked? Small-cap banks I think are... Read More
High-Quality Opportunities In International Small-Cap Stocks
PM Mark Rayner discusses Brexit and details the opportunities created by 4Q18’s steep decline. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay Although they haven’t been as extreme as their... Read More
