We believe a new paradigm is emerging with the potential to undercut the stubborn dynamic that weighed on small-cap ...

Russell 2000 companies collectively carry over $800 billion in debt, with approximately $368 billion maturing in 2026 and another $341 billion in 2027. Here’s the problem, tough. 43% of small-caps are ...

Small-cap’s relative strength doesn’t have longer-term significance because it is caused by short-term seasonal factors. Small-cap stocks are having a great start to the year, but that doesn’t mean ...

Small-cap stocks have trailed large caps for 15 years -- an historical anomaly. Eras of small-cap and large-cap outperformance generally last 6 to 16 years. There are three reasons to believe a ...

U.S. stocks rose during the quarter. Large-cap stocks slightly outperformed small-cap stocks, and both outperformed mid-cap ...

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside ...

Choosing stocks by market capitalisation, combined with thorough research and risk analysis, forms the foundation of smart investing.

In 2025, small-cap stocks underperformed. The Russell 2000 Index tracks the performance of 2,000 U.S. small-cap stocks, delivering a total return of around 13% in 2025. This was significantly below ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Small-cap stocks have lagged behind their larger counterparts for more than 20 years, leaving beleaguered small-cap investors to wonder if smaller stocks will finally start to outperform the ...

If you’re cynical about whether the small-cap rally of 2026 will last, I don’t blame you. The month of January has long been associated with strong returns for the asset class, but overall performance ...