Small caps

Alternative Assets
August 2026

Investing in Small Companies via Private Equity

Meketa

Luke Riela

Research

10 Pages

Meketa Investment Group argues that the small-company opportunity has migrated rather than disappeared as firms remain private longer.

Read more
Portfolio Management
July 2026

Too Small to Matter?

Verdad

Research

5 Pages

Verdad argues public microcaps look neglected rather than fundamentally broken, especially versus private equity.

Read more
Markets
June 2026

I Know What You Did Last Summer

Bridgewater

Christine Wang, Andrew Berkin

Research

35 Pages

Bridgeway argues that the small cap premium looks stronger when investors separate stocks that have remained small from those that only recently became small.

Read more
Markets
April 2026

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

GMO

Tom Hancock

Research

5 Pages

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

Read more
Markets
February 2026

Why Investors Shouldn’t Ignore Global Small-Cap Stocks

Morningstar

Article

7 Pages

Morningstar explains why global small caps have been frustrating for a decade yet still worth attention today.

Read more
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
Markets
May 2021

“Room To Run” With US Small-Cap Value Stocks?

Bridgeway

John Montgomery, Christine Wang

Research

7 Pages

Bridgeway Capital Management examines whether the rebound in US small-cap value stocks signals a lasting shift or a short-term recovery.

Read more
Markets
May 2020

A Historic Opportunity In Small Cap Stocks

O’Shaughnessy Asset Management

Research

6 Pages

O’Shaughnessy Asset Management explores the opportunity in small cap value stocks during market dislocations, arguing that combining value with quality screens can improve outcomes.

Read more
Markets
March 2016

A True Microcap Strategy

O’Shaughnessy Asset Management

Jim O'Shaughnessy

Research

5 Pages

O’Shaughnessy Asset Management examines why overlooked microcap stocks can create unusually inefficient pricing and potentially stronger long term returns.

Read more
Markets
August 2015

Leveraged Small Value Equities

Verdad

Brian Chingono, Daniel Rasmussen

Research

28 Pages

This paper examines whether leverage can enhance returns within small value equity investing and explores why some leveraged companies outperform others.

Read more

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

Scroll to Top