While large-cap megatech stocks have dominated the investment landscape in recent years, there’s one hedge fund specializing in small-caps whose performance has been outstripping most of them this ...

Tesla Optimus robots will be the best surgeons on Earth by decade’s end, Elon Musk recently predicted. Walmart is partnering with Alphabet to expand aerial drone delivery to 40 million customers next ...

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 ...

Over 60% of capital currently allocated to small cap stocks is invested in passive vehicles, but historical data unequivocally shows that there is more opportunity for alpha (i.e., market ...

Small caps have underperformed the S&P 500 for years despite trading at lower valuations. Rate cuts reduce small-cap debt burdens and give larger firms more purchasing power for acquisitions. Holding ...

Small-caps have only outperformed the S&P 500 once since 2017. We're already seeing signs of a rotation into small caps and value stocks as investors question valuations. A 45% gain during the next ...

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 ...

Three weeks ago, I wondered if the leadership rotation this year toward small- and micro-cap stocks would persist. Leading the charge higher this year: micro caps - IWC - which is still running hot in ...

In every market cycle, a small number of companies quietly strengthen their balance sheets, improve profitability, and reinvest for growth — often before Wall Street takes notice. For disciplined ...

The Russell 2000 has returned 7% so far in 2025 but performance has been improving of late and the Fed's easing cycle is expected to improve prospects for the asset class. While large-cap megatech ...