The case for a strong US small|cap run

The Case for a Strong Small-Cap Run - Royce Investment Partners

Co-CIO Francis Gannon thinks current economic and investment conditions are creating potential advantages for active small-cap managers, ...

The case for a strong US small-cap run | Franklin Templeton

The case for a strong US small-cap run ... Royce Investment Partners: Co-CIO Francis Gannon thinks current economic and investment conditions are ...

The case for a strong US small-cap run - Franklin Resources

The case for a strong US small-cap run ... Royce Investment Partners: Co-CIO Francis Gannon thinks current economic and investment conditions are ...

The prospects for extended US small-cap outperformance

How important is earnings growth for small-cap stocks going forward? ... Francis Gannon: I would say they're crucial because earnings really are ...

The case for US small-cap stocks in 2024 - BNPP AM USA ...

In the broad-based equity market recovery since late October (see Exhibit 1) small caps outperformed large caps as investors revised their ...

Small-cap stocks outperformance has further room to go

So, is this already the end of the small cap universes' relative recovery? We don't think so. We think US recession fears are overdone and ...

U.S. Small-Cap Performance: Relatively Bad but Absolutely Fine

But this exercise significantly penalizes small-cap stocks relative to our long-run expectation. The sample period since 1995 is materially ...

Small Cap Stocks to Rebound in 2024? - westwoodgroup.com

The domination of large caps is clear: for nearly every trailing five-year period for the past forty-five years, large-cap stocks (measured by the Russell 1000 ...

The case for US small-cap stocks in 2024

Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant ...

Market Insight: The case, once again, for US small caps | REUTERS

US small caps have had a bumpy year and underperformed their larger peers, despite their overall low valuations.

The case for a small-cap rebound - Federated Hermes

Small caps are trading at a wide discount to large caps, with small cap tech stocks underperforming large cap tech by 40% since early 2021.

Factors to consider when allocating to US small-cap stocks

In it, we identified the US small-cap equity universe as one of the more inefficient markets and one where active management has historically generated strong ...

The Prospects for Extended Small-Cap Outperformance—Royce

What impact, if any, do you think the election will have on small-cap stocks? FG: This is a question every asset manager is asked during ...

Small-caps are poised for a nice run after two tough years - CNBC

Greg Tuorto, Managing Director and Portfolio Manager at Goldman Sachs Asset Management, gives the case for small-cap stocks.

Tom Lee: The Bull Case For Small Caps - YouTube

2000 small cap index is about to go on an epic run. Greg Tuorto from Goldman Sachs is similarly bullish on small caps going forward, and a ...

A turning point for US small caps | Wellington Management

As seen in the chart below, while large-cap margins have been consistently higher than in small cap companies, they expand and contract in unison. Through it ...

Are Overlooked Small- and Mid-cap Stocks About to Surge?

Now, as earnings growth accelerates in a robust U.S. economy, the stock market rally is broadening beyond mega-cap tech. And it is shining a ...

“ROOM TO RUN” WITH US SMALL-CAP VALUE STOCKS?

The chart below shows the ratio of median book-to-market (BtM) for the Russell 2000 Value Index to median BtM for the S&P 500. The solid green line shows the ...

Dollar Strength and Small-Cap Stock Returns

Why is a strong dollar good for Small-Caps? ... In our opinion, small-caps are more levered to the domestic economy than larger companies are. Small companies are ...

Will Small-Cap Stocks Ever Catch Up? - Morningstar

In the first quarter, the Morningstar US Small Cap Index returned 5.7%—a little more than half of the 10.2% return of the total market.