Small-Cap Investing: More of an Art than a Science
“Successful investing requires both art and science,” said Preston Athey, CFA, a 34-year veteran of T. Rowe Price. “When T. Rowe Price was founded back in 1937, Mr. Price always considered investing an...
View ArticleInvesting in Small-Cap Biotech through Hedge Funds
After analyzing small-cap biotech data from 2007 on, Akash Goyal has found that higher hedge fund ownership is positively correlated with forward returns and that stocks with higher short interest are...
View ArticleLeveraging Active Investing with Small-Cap Stocks
Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.
View ArticleFactor Investing in Micro and Small Caps
Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?
View ArticleThe Case Against Small Caps
While most of us may enjoy rooting for the Davids, we're probably better off betting on the Goliaths. Nicolas Rabener explains.
View ArticleSmall Caps: Party Like It’s 2000?
The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.
View ArticleTrick or Treat? Bobbing for Multibaggers in the Small-Cap Market
Small-cap investing is a “negative art.” But in addition to steering clear of losers, small-cap investors have to demonstrate the “positive art” of picking winners.
View ArticleCan Investor Activism Boost Small-Cap Stock Performance?
In the Financial Analysts Journal, Emmanuel R. Pezier and Paolo F. Volpin analyze a private dataset of a UK fund’s engagements with small-cap newly public firms and demonstrate that “behind-the-scenes”...
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