Finding Opportunities in Small Cap
Small cap stocks can be underappreciated by investors due to a short term focus, lack of understanding, and/or lack of information, which create opportunities to add alpha. At William Blair, our active culture creates a dynamic environment in which we are continuously evolving in pursuit of better client outcomes. Active Never Rests: Discover how active is more than just an investment approach at:
Investing in U.S. Growth Equities
Grant Bowers, Vice President and Portfolio Manager with Franklin Equity Group, talks about why he is optimistic about growth stocks in the US Equity market despite earnings slowing, and explores sectors where he is finding opportunities today. For additional reading on financial technology and innovations that we believe are impacting financial services companies, see Automation for the People: Fintech in the Real World
Chuck Royce on the 10th Anniversary of the Financial Crisis
Chuck Royce and Francis Gannon on current opportunities in cyclical small-caps and how the 10th anniversary of the Great Recession relates to today’s market. Can the Rebounding Market Keep Going?
Jay Kaplan On Finding Opportunities In Banks
PM Jay Kaplan makes the case for his interest in small-cap banks. Related Insights: Jay Kaplan On Total Return in 2018: A Tale Of Two Markets
Where Is The Consensus Mistaken?
Four small-cap specialists discuss where they believe the current investment consensus is mistaken. Related Insights: 5 Quality Premier Companies Interpreting 2018's Decline: Recession or Risk Reset? Making Sense of The Small-Cap Decline In 3 Charts
Navigating the Volatile Market
Chuck Royce and Co-CIO Francis Gannon look at the recent decline and make the case for why active management looks poised to do well going forward. Related Insights: 5 Quality Premier Companies Interpreting 2018's Decline: Recession or Risk Reset? Making Sense of The Small-Cap Decline In 3 Charts
MASTERCLASS: Small Caps - March 2019
Small caps stocks are off to a strong start this year after double digit losses in 2018. Knowing where we are in the debt cycle, two experts join together to discuss the possible outcomes for global small caps stocks and if 2019 will be any different. Joe Gubler - Quantitative Portfolio Manager of Causeway Capital Management Jay Kaplan - Portfolio Manager of Royce & Associates
Small Cap Strategy Update
ClearBridge Investments Portfolio Manager Brian Lund, CFA discusses opportunities in small cap created by recent volatility and the contribution of defensive holdings in the fourth quarter.
Looking Beyond the U.S. for a Bright 2019
As we look forward into 2019, we are always looking for what's on the horizon. David Nadel, Portfolio Manager, Principal at Royce & Associate, LP sits down with Liz Claman to discuss the best opportunities for 2019, how to receive knowledge on international small caps and the future of Royce & Associate.
Putting It Into Perspective: CFRA's 2019 Outlook and Sector Recommendations
Are we at the beginning of a bear market: Hear from CFRA's investment strategists on the 2019 outlook, earnings estimates, valuation and the sectors to focus on.
Market of the Week with Dan Gramza: E-mini Russell 2000
Gauging U.S. Small Cap Stocks Dan Gramza, President of Gramza Capital Management, Inc., analyzes the March Russell 2000 futures contract. Using technical and fundamental data from daily and weekly charts, he discusses what impact global events like, Brexit and trade developments between the U.S. & China may have on this index.
Federated Kaufman Small Cap Fund: A Small Cap Fund Willing to Hold Cash
Federated Kaufman Small Cap Fund has done significantly better than most of its peers in the small caps fund alternatives. Todd Rosenbluth, head of ETF and Mutual Fun Research of CFRA talks about the analysis and commentary of the Federated Kaufman Small Cap Fund