It's what we do!
These action-oriented essays employ our proprietary combination of fundamental, quantitative, and technical tools to generate insights essential to portfolio managers and analysts. Topics include discussions of small-cap sector outlooks, expected nominal and relative returns, mean reversion trade opportunities, current and historical valuation, and what all these factors might portend for forward performance.
Log InOne of our flagship research reports, the Small-Cap Market Outlook utilizes all of our analytical tools to provide a detailed outlook of where we believe the small-cap equity market is moving. Topics include our proprietary sector rotation analysis, with sub-industry and stock level detail, in addition to our views on equity index trends and technical analysis on key securities and indexes. The Small-Cap Market Outlook is published bi-weekly on Tuesdays.
Log InAn in-depth and thoughtful analysis of small-cap market trends, divergences, and opportunities. Explores nominal and relative sector attractiveness, risks, valuation and potential returns. The Mosaic focuses upon economic indicators, commodity price trends, market risks and return, and sector earnings. The Small-Cap Market Mosaic is the other flagship product of ours and is published bi-weekly on Tuesdays.
Log InReviews intended to assist portfolio managers in writing their quarterly and annual letters. These letters include a review of key performance drivers and focus on factors that would have been instrumental to generating nominal and relative returns.
Log InA fundamental analysis of quarterly earnings results updated periodically throughout earnings season. We identify the unfolding revenue, margin, and earnings trends and pinpoint which sectors are demonstrating the most positive or negative surprises.
Log InWe periodically screen the small-cap universe for potential investment ideas. Criteria vary according to the market environment but might include such factors as ROIC, earnings surprise, valuation, relative price strength, momentum, and insider activity. We find that combining fundamental and quantitative screens with technical indicators help generate robust sets of potential investment candidates.
Log InOn select evenings after the market close, we provide detailed company-specific technical analysis to generate timely investment and trading ideas with a focus upon entry point optimization. We may post on one company in multiple time frames (daily, weekly and monthly) or provide a handful of charts in the their most insightful time frame.
Log InA quarterly essay in which we dive into the collective psyche of the small-cap portfolio management community. We look at current positioning and future expectations to determine the market consensus, including favorite stocks, portfolio weighting vs. benchmarks, and expected macro backdrop.
Log InFrequently our clients will ask that we assist them by applying our analytical techniques to their specific portfolio challenges. We are delighted to do bespoke projects tailored to the specific needs of our clients.
Log In