Practical analysis for investment professionals

small cap


Small Caps: Party Like It’s 2000?

The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.

The Case Against Small Caps

While most of us may enjoy rooting for the Davids, we're probably better off betting on the Goliaths. Nicolas Rabener explains.

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

Investing in Small-Cap Biotech through Hedge Funds

After analyzing small-cap biotech data from 2007 on, Akash Goyal has found that higher hedge fund ownership is positively correlated with forward returns and that stocks with higher short interest are correlated with negative forward returns.

Small-Cap Investing: More of an Art than a Science

“Successful investing requires both art and science,” said Preston Athey, CFA, a 34-year veteran of T. Rowe Price. “When T. Rowe Price was founded back in 1937, Mr. Price always considered investing an art, and in fact, he often considered it a black art.”



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