July 19, 2023
The (poor) case for indexing small caps
A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)
April 19, 2023
Are we there yet?
When will markets bottom and when to re-allocate to small caps? (Mar-23)
February 13, 2023
Reporting season surprises and analyst views
Reporting seasons bring surprises – but by definition we don’t know where. (Jan-23)
August 15, 2022
Déjà Vu All Over Again
Recession fears and bargain prices in quality small caps (Aug-22)
May 11, 2022
Surviving Hope Mountain
Quality in Focus (May-22)
July 27, 2021
Investors Can Do Well If Companies Do Better On ESG
ESG matters (Jul-21)
December 31, 2020
Three observations for year end
Expectations and forecast for 2021 (Dec-20)
July 31, 2020
Speculative bubble hiding in plain sight
History shows hundreds of failures never lived up to their early stage market cap. (Jul-20)
December 28, 2019
2019 ASX small cap observations
Our 2019 Australian small cap observations (not forecasts). (Dec-19)
September 29, 2019
Rotation to value? Mr Market drops first track
During September we witnessed a sharp swing in returns from value stocks relative to growth stocks. (Sep-19)