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Small Cap Quality Strategy: 10 Takeaways from the Past Three Years

GMO

Tom Hancock

Markets

|

Apr 2026
GMO reviews what its Small Cap Quality strategy learned in its first three years of live performance.

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Markets
April 2026
GMO reviews what its Small Cap Quality strategy learned in its first three years of live performance.

GMO

Tom Hancock

The Latest

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Flash Macro Update: U.S. Markets

KKR

Henry McVey

Global Macroeconomics

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Apr 2026
Guide to the Markets – U.S. | 1Q 2026

J.P. Morgan Asset Management

Markets

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Apr 2026
Housing Prices, Wars, and Epidemics over Six Centuries
Financial History

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Apr 2026

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Past Editions:

Newsletter #1

Newsletter #2

Newsletter #3

Curated Podcasts

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Miscellaneous

Ep.62

The Psychology of Market Champions: Inside the Minds of Point 72 & Citadel Portfolio Managers | Dr. Gio Valiante
  • 03.31.2026

Asset Allocation

Ep.77

Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
  • 04.03.2026

Alternative Assets

Ep.49

Kieran Goodwin – Private Credit Concerns
  • 03.30.2026

Emerging Markets

Ep.64

#352 Jeffrey Gundlach: Private Credit Is An Unmitigated Disaster, And It’s Only Going To Get Worse
  • 03.27.2026

Alternative Assets

Ep.62

E286: How LPs Can Actually Find Alpha in Venture
  • 01.20.2026

Alternative Assets

Ep.85

Netflix: Reed Hastings. “We’re Not a Family.” The Provocative Idea That Helped Build a Streaming Giant
  • 02.09.2026

Editor’s Picks

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Macro Insights Q1 2026

Fisher Investments

Ken Fisher

Market Outlooks

|

Mar 2026
Fisher Investments argues the bull market can keep running in 2026 despite elevated sentiment and tariff noise.

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Market Outlooks
March 2026
Fisher Investments argues the bull market can keep running in 2026 despite elevated sentiment and tariff noise.

Fisher Investments

Ken Fisher

Markets
The HALO effect: Heavy Assets, Low Obsolescence in the AI era
Mar 2026

Goldman Sachs

Peter Oppenheimer

Market Outlooks
Layered Uncertainty: Conflict, Credit Stress, and AI
Mar 2026

PIMCO

Global Macroeconomics
Apocalypse Now?
Apr 2026

Man Group

Henry Neville

The information contained in this communication is of a general nature for informational purposes only, and does not constitute financial, investment, tax or legal advice. The information contained within this communication reflects the opinions of those referenced herein, and do not reflect the opinions of The Idea Farm, L.P. and its affiliates. Such opinions expressed herein are as of the date of production and are subject to change at any time without notice due to various factors, including changing market conditions or tax laws. Where data or information prepared by third parties is presented, no representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by The Idea Farm, L.P. or any other person. While such sources are believed to be reliable, The Idea Farm, L.P. does not assume any responsibility for the accuracy or completeness of such information and does not undertake any obligation to update the information contained herein as of any future date. Any links to third party websites are offered only for use at your own discretion. The Idea Farm L.P., and its affiliates, are separate and unaffiliated from any third parties listed herein and are not responsible for their products, services, policies or the content of their website. All investments are subject to varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy or product referenced directly or indirectly in this communication will be profitable, perform equally to any corresponding indicated historical performance level(s), or be suitable for your portfolio. Past performance is not an indicator of future results.

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