Calamos Timpani Small Cap Growth Strategy surpassed benchmarks and peers during the second quarter, extending strong year-to-date outperformance. We are encouraged that the portfolios’ year-to-date ...

Small-cap stocks fall into two broad categories: value and growth. Value stocks trade at discounted prices relative to their fundamentals, while growth stocks command premium valuations based on ...

In the fourth quarter, the Heartland Small Cap Value Strategy gained 2.98%, compared with the 3.26% return for the Russell 2000® Value Index. For the quarter, the Russell 2000® Value Index ...

Like all DFA funds, DFA U.S. Small Cap Value Portfolio's strategy is based on deep academic investment research. This research shows that over time, value stocks – those trading at a discounted price ...

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here. The Small Cap Core Strategy reported ...

Small-cap ETFs can potentially help investors unlock alpha, but implementation and design remains crucial for success.

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q1 2026 investor letter. A ...

In its first-quarter 2026 investor letter, The London Company Small-Mid Cap Strategy highlighted Trex Company, Inc. (NYSE: ...

Needham Small Cap Growth Fund has an expense ratio of 1.75 percent. Like all stock funds, this one comes with some risks. Additionally, small-cap stocks can be more volatile than the broader market.

The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting ...