Research

Monthly US Small & Micro Cap Index Analysis

This monthly analysis offers timely insight into the current market dynamics of US small & micro cap stocks.  The report provides high-level performance observations of the asset class, as well as depth on the drivers of performance for the recent time period with regard to various characteristics and factors.

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Monthly Non-US Small & Micro Cap Index Analysis

This monthly analysis offers timely insight into the current market dynamics of Non-US small & micro cap stocks. The report provides high-level performance observations of the asset class, as well as depth on the drivers of performance for the recent time period with regard to various characteristics and factors.

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Broaden Your Opportunity Set With Micro Cap

March 2019

Our research suggests that institutional portfolios are underexposed to the rich opportunity set which exists at the lower end of the US equity market cap spectrum. In this white paper, we make the case for a dedicated allocation to US micro cap equities within an institutional portfolio, showing that this large, inefficient market has demonstrated superior long-term returns among the US equity market cap spectrum, diversification benefits, and a fertile ground for active management.

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International Small Cap White Paper

January 2019

In this white paper, we seek to demonstrate why we believe there is a tremendous missed opportunity for alpha generation given the characteristics of non-US small cap equity universe. Additionally, we seek to highlight key active management attributes that have historically been successful in navigating these markets.

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Small Cap and Micro Cap Market Dynamics Research

January 2019

This analysis of the US equity universe highlights the investment opportunity in small/micro cap stocks, looking at market dynamics and long-term returns by market capitalization.

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Emerging Markets Small Cap: An Underserved Asset Class

November 2017

In this white paper, we highlight the benefits of a dedicated allocation to emerging markets small cap. We discuss the asset class’ historical outperformance relative to emerging markets large cap, diversification benefits, compelling growth fundamentals, and importantly the substantial value added by active management in this fertile asset class. Further, we suggest that the recent dislocation in performance may point to an opportunistic time to introduce an allocation to emerging markets small cap.

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