Brandon Nelson of Calamos Investments considers the earnings-season beat-and-raise pattern in identifying companies primed ...

Small-cap stocks fall into two broad categories: value and growth. Value stocks trade at discounted prices relative to their fundamentals, while growth stocks command premium valuations based on ...

The Russell 2000 has returned 7% so far in 2025 but performance has been improving of late and the Fed's easing cycle is expected to improve prospects for the asset class. While large-cap megatech ...

While tech giants like Nvidia and Apple usually hog the limelight, small- and mid-cap stocks have quietly taken the lead this ...

Three weeks ago, I wondered if the leadership rotation this year toward small- and micro-cap stocks would persist. Leading the charge higher this year: micro caps - IWC - which is still running hot in ...

Starting small is usually good advice when beginning a new endeavor. If you’re trying to get back in shape, a quick run or light workout is a better starting point than a marathon. However, that logic ...

Mega-cap tech stocks like NVIDIA and the rest of the “Magnificent Seven” may dominate the headlines, but exciting things are happening elsewhere in the market as well. Specifically, small ...

If you’re cynical about whether the small-cap rally of 2026 will last, I don’t blame you. The month of January has long been associated with strong returns for the asset class, but overall performance ...

The Third Avenue Small-Cap Value Fund returned 12.85% during Q2, as compared to a return of 12.61% for the MSCI USA Small Cap ...

The relative underperformance of IJH is explained by its tilt toward relatively smaller-cap names rather than by differences in sector exposure. IJH, VO, and IWR all have similar sector exposures.