Premier Quality Small-Caps

4 Premier Quality Small-Caps

PM Lauren Romeo describes the potential advantages of increased volatility and details what she likes about four current holdings. Q3 hedge fund letters, conference, scoops etc [...]

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3Q18 Small-Cap Investment

3Q18 Small-Cap Investment Update

Small-cap stocks saw record highs, even lower volatility, and a market cap performance reversal. See why we’re focusing on the curious but promising juxtaposition between strong fundamentals and stretched [...]

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Small-Cap Industrials

Global M&A In Small-Caps

Portfolio Manager Steven McBoyle discusses the recent surge in U.S. small-caps acquiring European companies. [REITs] Q2 hedge fund letters, conference, scoops etc Image source: Wikimedia Commons Can you explain the recent uptick in [...]

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Institutional Investors

Small Cap Outlook – Danger Ahead?

Portfolio Manager Jay Kaplan explains how the market’s behavior is leading him to be more cautious. Q2 hedge fund letters, conference, scoops etc What’s your outlook? My outlook is constructive and cautious. [...]

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