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.

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Jeffrey Burton

November 7, 2023

Aditya Karande, CFA

October 6, 2023

Aditya Karande, CFA

September 15, 2023

Aditya Karande, CFA

June 20, 2023

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