All Small cap articles
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White papersA window of opportunity for European equities
Equities have performed very well in the first quarter of the year. Where do we go from here?
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White papersThe Changing Asian Landscape: Japan Enters a New Era
We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.
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White papersDispelling 3 myths about the small-size effect in equities
As a factor, size is widely understood by equity investors and is often a feature of portfolio construction. With mega caps continuing to dominate market returns, we assess the track record of the small-size factor and dispel three myths that challenge its relevance in today’s environment.
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VideoThe stars (and stripes) align: The overlooked appeal of US SMID
In our latest video insight, Charlotte Daughtrey, Equity Investment Specialist, makes the case for US SMID (small and mid-sized) stocks, which can sometimes get overlooked amid the hype around the so-called ‘Magnificent Seven’ stocks, but can represent a particularly exciting area of the market.
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White papersPrivate equity perspectives: Less capital, more opportunity
In a less-liquid world, many of the strategies that once worked in private equity will be less successful going forward. The shifting economic environment and the proliferation of AI are among the many dynamics that are opening new opportunities in the small- and mid-cap space.
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White papersDiscover Growth
Why we believe small companies present key opportunities to tap into the heart of innovation and expansion in emerging markets.
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White papersUS SMID: Seven questions answered
After a bumpy 2023, small- and medium-sized US companies are now in a good place to outperform in 2024, argues fund manager Mark Sherlock.
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White papersThe case for US small-cap stocks in 2024
Although US small-cap stocks joined the extraordinary rally in the final quarter of 2023, many small caps continue to trade at a significant discount to their larger-company counterparts. This creates an attractive entry point. So says Geoff Dailey, Head of US Equities. In this interview, he explains why he sees the start of 2024 as a good time to allocate to US small caps.
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White papersThe first key to unlocking value in the UK small cap space
Since late spring and early summer the net positioning of the Volantis strategy has quietly crept higher. The strategy has been increasingly positively positioned as the sands have begun to shift more favourably for UK listed smaller equities.
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WebinarOutlook 2024
The leaders of our investment platforms welcome the new year with their views for 2024.
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VideoTalking Markets – Smaller Companies Special
In this special edition of Talking Markets, Jonathan Willcocks, Global Head of Distribution, sits down with small cap Fund Managers, Gervais Williams, Alan Rowsell, Imogen Harris and Nick Ford to gather their expertise and find out why the pendulum may already be swinging back towards small caps.
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White papersElection watch: 2024 Outlook
With the UK and the US likely to go to the polls, we ask where will the political tides take us in 2024.
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White papers2024 Outlook: Innovators - a catalyst in the making
Leading innovators played an outsized role in driving returns in 2023. Will we see more of the same in the coming 12 months?
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White papersJapan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papersEquity markets frustrate both bulls and bears
Despite some wavering in May, global equity markets have generally remained resilient year-to-date. Most major indexes have held on to gains made in the first quarter of 2023, when markets overcame volatility driven by bank failures in the U.S. and Europe.
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VideoAn Active Approach to Navigate Noisy Markets
In today’s market, we believe it’s essential to take an active approach—looking at each company one by one and understanding their unique set of circumstances and conditions.
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VideoSilver Linings: Companies with a Playbook for Tough Times
A common general impression is that small-cap companies are of lower quality. It’s a well-founded assumption if you look at the Russell 2000 Growth Index. Fifty percent of those businesses are not generating free cash flow (FCF). The index tends to be highly levered, and the return on invested capital (ROIC) is lower.
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White papersIs now the time to consider allocating to US small- and mid-cap growth stocks?
Small- and mid-cap growth indexes today paint a compelling picture. Historically, small- and mid-cap growth equities have demonstrated return potential following bear market periods.
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White papersAre US small caps ready for the handoff from bear to bull?
Royce Investment Partners: Current fundamentals and history may be signaling a small-cap run.
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White papersThe illiquidity premium in private asset markets
Investing in private assets can lead to higher returns when compared to public markets, at least over the longer term. In this last of our three-part overview* on private asset investing drawn from our recent paper, we look at how private asset outperformance – the illiquidity premium – can be seen as compensating investors for their willingness to lock up capital for five to 15 years, the usual lifecycle of private equity and private debt investments.
