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Small-Caps

A Small-Cap Surprise Party

Mike Dickson, Ph.D. February 13, 2025

Earnings have been much better than expected thus far among the market’s small companies. Large-company

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D. December 26, 2024

Watch Now

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence.

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer

Small Packages

Zachary Hill, CFA® November 30, 2023

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Scott Ladner March 18, 2021

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner January 16, 2025

Don’t Disdain Diversification

Mike Dickson, Ph.D. January 10, 2025

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D. December 26, 2024

Time to Think Small?

Mike Dickson, Ph.D. December 19, 2024

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner October 29, 2024

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner May 7, 2024

Weekly Market Recap | 5/06/24

Zachary Hill, CFA® May 6, 2024

CNBC: What’s ahead for the markets in March?

Scott Ladner March 4, 2024

Small Packages

Zachary Hill, CFA® November 30, 2023

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Scott Ladner March 18, 2021

Categories

Topics

A Small-Cap Surprise Party

Mike Dickson, Ph.D.

Earnings have been much better than expected thus far among the market’s small companies. Large-company stocks have outpaced their small-cap peers since the start of

Quarterly Report | Opportunities and Risks in 2025

Scott Ladner

OVERVIEW Stocks posted mixed results during the fourth quarter of 2024. Investors were initially encouraged by positive economic news and an uncontested U.S. Presidential election,

Don’t Disdain Diversification

Mike Dickson, Ph.D.

Do top-heavy markets eventually spread out? Many investors have experienced extraordinary stock market gains over the past two years, with the S&P 500 up 26.3%

Yahoo Finance: Divergence creates a ‘good setup’ for small-caps in 2025

Mike Dickson, Ph.D.

Watch Now

Time to Think Small?

Mike Dickson, Ph.D.

Small-cap stocks may offer tactical opportunities. Investors who expect a late-year, post-election rally in small-company stocks may need to be patient. Historically, December has been

BNN Bloomberg: The Energy Sector Amid Geopolitical Tensions

Scott Ladner

“We’re gaining on it.” The mega-cap growth to small-cap stock transition that is. A solid earnings outlook could solve recent small-caps underperformance relative to large-caps.

Bloomberg: Are we at the doorstep of a small-cap rally?

Scott Ladner

https://www.youtube.com/watch?v=K_2CoH-Ju1o&t=8234s%20 Chief Investment Officer Scott Ladner joins Bloomberg to discuss large vs small business confidence. Watch Video

Weekly Market Recap | 5/06/24

Zachary Hill, CFA®

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

CNBC: What’s ahead for the markets in March?

Scott Ladner

We expect market broadening within the S&P rather than small or mid-caps. Chief Investment Officer Scott Ladner joins CNBC to discuss what’s ahead for the

Small Packages

Zachary Hill, CFA®

Will December bring glad tidings to small-company stocks? Small-cap stocks have had quite the slog this year. Punished by rising interest rates and lingering fears

Small-Cap EPS Growth Is Expected to Be 4x Faster than S&P 500

Scott Ladner

Like the famous Energizer Bunny, small-capitalization stocks keep on going versus their larger peers. Year to date, the S&P Small-Cap 600 Index is…