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The Value Plus Strategy gained 1.85% in the second quarter, compared with the 4.97% gain for the Russell 2000® Value Index.
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3 Small-Cap Stocks That Concern Us

Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings ...
On July 19, Bailard released its Q2 2025 Small Cap Value Strategy report. The report highlights that in early April, fears of ...
Little companies are supposed to earn higher returns over time than big ones, but that hasn’t been the case for more than a ...
Wall Street's reliance on a small number of high market-value stocks to keep momentum going for the U.S. equities bull market ...
Small-cap stocks may sound small, but they’re not usually that tiny. The total value of all their shares outstanding is typically between a few hundred million dollars and a few billion dollars.
Want to try your luck investing in individual stocks? Investing legend Rob Arnott says go for it.
While studies show value stocks have beaten growth stocks since 1980, their corresponding ETF returns suggest the opposite.
Krispy Kreme (DNUT), Opendoor (OPEN), Rocket Mortgage (RKT) and Kohl’s (KSS) had become the meme stocks of the moment, along ...
DFA US Targeted Value invests in a varied group of readily marketable securities of U.S. small and mid-cap companies that its advisors consider to be value stocks with high profitability.
The Heartland Small Cap Value Strategy posted an outstanding second quarter, beating its benchmark and has continued to ...