Small caps

Markets
January 2026

Small Caps: Unprofitables Lead, Active Managers Lag, But Can it Last?

Marquette Associates

Catherine Hillier

Research

6 Pages

Marquette Associates explains why small cap leadership can look exciting while quietly raising portfolio risk.

Read more
Markets
December 2025

Is Now a Turning Point for Small Caps?

Polen Capital

Research

4 Pages

Polen Capital examines whether small cap stocks are set up for a new period of leadership in the coming years.

Read more
Portfolio Management
May 2025

Go Small or Go Home

AQR

Chris Doheny, Peihan Zhao, Charles Fattouche

Research

9 Pages

AQR explores why small caps, especially in the international and emerging regions, present a compelling investment opportunity driven by the potential for higher expected market returns, attractive earnings growth, strong diversification benefits, and rich alpha opportunities.

Read more
Portfolio Management
April 2025

Small Caps, Big Opportunities: Investing Beyond Large-Cap Stocks

Research Affiliates

Mario Albuquerque, Que Nguyen, Xi Liu

Research

13 Pages

Research Affiliates says the current valuation gap favoring small-cap stocks signals the potential to unlock value and outperform.

Read more
Markets
January 2025

Bargain, Value Trap or Something in Between?

GMO

Ben Inker, Anna Chetoukhina

Research

20 Pages

GMO’s Q4 letter covers a number of topics, including why they believe U.S. large cap value stocks are attractive today, why they are cautious on China, and why they are tilting towards quality in U.S. small cap stocks.

Read more
Portfolio Management
November 2022

Quality Time in Small Cap

GMO

Hassan Chowdhry, James Mendelson

Research

6 Pages

GMO argues small cap quality is finally offering both long term appeal and near term valuation support.

Read more

Join our newsletter to have all of this content
+ Exclusive Newsletter Bonus Content
delivered to your inbox every week

Scroll to Top