2026 has demonstrated why small caps can play an important role in a diversified portfolio.

SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” ...

You get instant diversification and a solid dividend, too.

The Oakmark International Small Cap Strategy rose 1.64% in Q4 2025, trailing its benchmark. Read more for a full breakdown of ...

The International Small Cap Strategy returned 1.64% in Q4 2025, trailing its benchmark. Read the full commentary for detailed ...

Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Small-cap value mutual funds provide excellent choices for investors looking for bargains, i.e., stocks at a discount with impressive growth potential. Value mutual funds comprise stocks trading at a ...

Invesco RAFI Small-Mid ETF (PRFZ) weights companies by cash flow and sales rather than market capitalization across 1,500 stocks. PRFZ gained 227% over ten years and significantly outperformed the ...

Both Investment strategies adopt long-short approaches designed to navigate volatile and uneven market conditions.

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q4 2025 investor letter. The Strategy underperformed the Russell 2000 Index during the fourth quarter as well ...