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.
Director of Risk Management Gunjan Banati explains why rolling returns and risk-adjusted returns are more robust ways to look at fund performance.
Co-CIO Francis Gannon on the post-election run that gave small-caps their best November in the history of the Russell 2000.
Our recent research into the small-cap market shows a connection that many asset allocators may not be aware of.
Portfolio Manager Charlie Dreifus on the market's enthusiastic response to Trump's election and what to watch for going forward.
Chuck Royce discusses the small-cap market today and why he believes the transition from growth to value will continue.
Co-CIO Francis Gannon explains why the different cycles for small-cap and large-cap stocks should matter to investors.
Portfolio Manager Charlie Dreifus explains the Fed's conundrum, why there's too much hesitation in the market and economy, and the challenges to subsequent growth.
Portfolio Manager Steven McBoyle explains why he likes high-moat businesses with sustainable earnings power that have the capacity to reinvest.
Can the shift to value account for the improved relative results for many small-cap active managers in the last year?