SUMMITDGHM & Co recently published a white paper, Microcaps: Value Uncovered. In the white paper, they illustrate that Microcaps have outperformed Large Caps since 1926 (+11.7% vs +9.4% annualized returns), …
The Case for Global SmallCaps
Wasatch Funds published this white paper which gave some interesting statistics on global smallcaps. One of the most interesting areas is their analysis of smallcap stocks in developed vs emerging …
The New Small: Adding Alpha With MicroCap Stocks
Altair Advisers published this white paper on microcap stocks with a lot of good information in it. An interesting point is made about how microcap and smallcap market cap thresholds have been …
The Next Big Thing Could Be Really Small
The Brandes Institute published this white paper on Global MicroCap stocks last month. I think you will find it very useful and interesting except for the fact they left out …
Adding Micro-Caps to Small-Caps: Unlock the Potential to Enhance Return and Lower Risk
Many investors have long recognized the benefits of adding small-cap stocks to diversified portfolios. An allocation to small-cap stocks can increase return potential, add to diversification and provide exposure to …
Using Microcap and International Small Cap to Improve Returns
I found this white paper by Acuitas Investments this week, and I think it has some valuable insights in it. In the wake of the market volatility over the last …
Alternative To An Alternative: Active Microcap Vs. Private Equity
The current market environment is creating potential opportunities for investors seeking alternative options. These investors can benefit from a discussion comparing active microcap investing and private equity. The topic is …
How Microcaps Add Value to a Smallcap Value Strategy
Heartland Funds published this white paper on microcaps earlier this year with some good historical data points on the microcap space. The Heartland Value Fund (HRTVX) is a value based …
The Case For MicroCap Stocks
DGHM recently published a white paper on microcaps that studies microcap performance vs private equity and also analyzes microcap performance coming out of a recession. It’s important to note that …
Opportunities For Alpha: Exploring MicroCap Equity
I stumbled upon this RBC white paper on microcaps this morning. The paper hits on a few topics on why microcaps are so unique and why they are such an …
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