Insights - Longwave

Anatomy of a small cap drawdown and observations pointing to a recovery. (Mar-24)

A review some of our key observations from reporting season (Feb-24)

On our fifth anniversary, we look back at what we set out to achieve for investors (Jan-24)

A look back at our 2023 coverage of why and how small-caps generate long-term outperformance (Dec-23)

The family tradition we are building on and will bring you each Christmas (Nov-23)

ESG Observations and FY2023 Proxy Voting Report (November-23)

Small Caps portfolio construction with Melinda White (Nov-23)

A look at the looming corporate debt cliff impacting Small-caps (Oct-23)

The hidden opportunity for wealth creation that sits right under our nose (Sep-23)

Valuations and the cost of capital are adjusting to the real world (Aug-23)

Why Quality is so difficult to pin down (Jul-23)

A look at biases embedded in the S&P Index vs Active (SPIVA) survey (Jun-23)

Receive news and insights

An affiliated fund manager of the Pinnacle Group