Vivamus integer non suscipit taciti etiam at primis tempor sagittis euismod libero facilisi aptent elementum felis blandit cursus gravida sociis erat ante eleifend lectus nullam dapibus netus.
Insights
These action-oriented essays employ our proprietary combination of fundamental, quantitative, and technical tools to generate insights essential to portfolio managers and analysts. Topics run the Small cap gamut from fundamental earnings and valuation analyses to discussions of Small-cap sector outlooks, expected nominal and relative returns, and how current events compare to historical analogs.
Dashboard Decks
A meticulous and exhaustive technical examination of global asset markets which provides investors with a complete view of both short and long-term price trends to begin every week. Charts dive into everything from US & international equity market indices to Treasury and corporate bond markets, currencies, commodities, crypto, and much more. Most importantly, this is the best place to find Jim Furey’s most current views on markets, as each report opens with a quick but insightful commentary.
Quarterly/Annual
Small-Cap Letters
Our Quarterly and Annual letters provide a comprehensive, detailed, and illuminating view into what took place in Small-caps in the prior quarter/year through the lens of our proprietary analyses, charts, and exhibits, as well as how the market landscape is set for the future. These letters include a review of key performance drivers and focus on factors that would have been instrumental to generating nominal and relative returns.
Small-Cap
Market Outlook
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. This report is published bi-weekly on Tuesdays.
What’s Working
An in-depth and thoughtful monthly analysis of Small-cap market trends, divergences, and opportunities. This report focuses specifically on what’s driving Small cap returns, from a leading & lagging sector, industry, and factor perspective, as well as how these trends are impacting actively managed Small-cap fund returns.
Evening Charts
These periodic publications 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 their most insightful time frame.