While factors can be used across all market capitalizations, our research suggests that the inefficiencies in the Small cap and Micro cap space have historically provided the greatest opportunities to generate excess returns. Click here to learn more about maximizing the value of active management.
While the future is uncertain and past performance is no guarantee of future results, the history of multi-year bear markets in small caps suggests a compelling opportunity may be at hand. Investors should consider asking Santa to leave some microcaps in their stocking – or portfolio – for 2024 and beyond. Dive into Deupree James' latest research on Multi-Year Bear Markets in Microcaps.
The Inflation Reduction Act (IRA) is a bill signed in August 2022 directing Federal funds towards climate and energy initiatives. We wanted to provide some insight into what it is, what’s in it, and who can benefit from it.
The swift and startling events of the past few weeks regarding the collapse of Silicon Valley Bank (SVB) have raised many questions about the extent of the impact that this bank failure will have on financial markets, investors, businesses, consumers, and the broader economy.
Silicon Valley Bank (SVB) was the 16th largest bank in the nation, with more than $175 billion in deposits at the time of collapse. SVB was the bank of choice for much of the tech world, with a core focus on banking venture capital firms and startups.
December is normally a good month for stocks. According to FactSet, 75% of Decembers since 1950 have generated positive returns. Of all the months they studied, December was the most likely to be positive.
