Francis Gannon, Co-Chief Investment Officer at Royce Investment Partners digs into the opportunities present in the small cap sector. As Francis relays, the drastic hit smalls caps have taken due to the coronavirus pandemic, provides enhanced opportunities for active managers looking at the space.
Co-CIO Francis Gannon on a September Shift for small-caps (and interest rates) and why it could mean good news for cyclical stocks.
Co-CIO Francis Gannon sizes up the small-cap market, which looks primed for a leadership shift to cyclicals.
Co-CIO Francis Gannon looks at recent data and sees encouraging trends for small-caps cyclicals with growing earnings and global exposure.
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon look at both 2Q17 and the year’s first half and see a consolidating asset class ready to make its next move up.
Co-CIO Francis Gannon looks at recent small-cap results and sees a consolidating asset class setting the stage for its next move up.
Year-to-date through 6/9/17, the Russell 2000 Index advanced 5.3%. More than half of that result, however, has come during a so-far highly bullish June.
Co-CIO Francis Gannon gives an update on the small-cap earnings season.
Co-CIO Francis Gannon looks at the earnings picture for small-caps versus large-caps and sees a silver lining for earnings-focused active managers.
Co-CIO Francis Gannon analyzes the cross-currents and reversals in 1Q17 and details why the small-cap rally has room to run.
The current environment, one marked by ample political volatility and but little market volatility, looks unsustainable to us.
2016 was a terrific year for small-cap stocks—and an even better year for small-cap value and cyclical sectors.
Co-CIO Francis Gannon studies recent changes in the market, which seems to be consolidating, and how this could impact small-cap investors.
Co-CIO Francis Gannon examines increased volatility among small-cap and large-cap stocks and explains why we would welcome higher levels.
Chairman Chuck Royce and Co-CIO Francis Gannon look at a terrific year for small-cap stocks, capped by a bullish 4Q16, and explain why they think the good times for value (and small-cap active management) are just beginning.
2016 was a terrific year for small-cap stocks that included some key reversals: The Russell 2000 turned around 2015's negative result, value outperformed growth, and cyclicals beat defensives.
Co-CIO Francis Gannon on the post-election run that gave small-caps their best November in the history of the Russell 2000.
Co-CIO Francis Gannon explains why the different cycles for small-cap and large-cap stocks should matter to investors.
Chairman Chuck Royce and Co-CIO Francis Gannon look at broadening small-cap strength in the volatile third quarter, discuss why value should continue to lead in the current cycle, and explain where they are finding opportunities.
Co-CIO Francis Gannon discusses small-cap strength in 3Q16 and why, despite potential near-term volatility, history suggests the small-cap rally has room to run.