In the midst of a rally, Co-CIO Francis Gannon looks at how valuations for the small- and micro-cap indexes compare to large-cap—and why earnings remain key to market leadership.

Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market leadership.

Portfolio Managers Brendan Hartman and Miles Lewis join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to talk about how they’re positioning their portfolios in the current volatile market.

Co-CIO Francis Gannon discusses how small-caps remain market leaders even as volatility and uncertainty are on the rise.

Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel small-cap earnings growth.

Can relatively attractive valuations, strong earnings, and heightened volatility put small-cap back on top?

Miles Lewis, Chip Skinner, Kavitha Venkatraman, Steven McBoyle and Francis Gannon talk about what they see in store for small-cap stocks in the coming year.

Co-CIO Francis Gannon debunks some myths about the small-cap universe and explains why the asset class remains one of renewal, durability, and persistent opportunity.

Co-CIO Francis Gannon looks at why small-cap’s stronger relative performance off the market’s April lows could be signaling a long awaited leadership shift.

Strong fundamentals, a bullish July, and a rough start to August may be the recipe for small-cap leadership.

Co-CIO Francis Gannon looks at how the shifting dynamics within private equity can enhance active small-cap management.

Portfolio Managers Brendan Hartman, Chip Skinner, Jay Kaplan, Jim Stoeffel, and Francis Gannon talk about some of the long-term buying opportunities in the current highly volatile small-cap market.

Co-CIOs Francis Gannon and Chris Clark look at the 1Q25 downturn and the bearish beginning of April.

Co-CIO Francis Gannon looks at why current economic uncertainty should not discourage investors with a long-term investment horizon.

CEO and Co-CIO Chris Clark details why tariff-driven volatility can ultimately help small-cap performance.

Chuck Royce and Co-CIO Francis Gannon look at the promising forecast for small-cap earnings and discuss 4 high-conviction companies.

Co-CIO Francis Gannon looks back at a highly eventful week for stocks, and for small-caps in particular.

Co-CIO Francis Gannon looks at how a strong July, a broadening market, and a likely rate cut are all helping small-cap performance.

With August showing heightened volatility, CEO and Co-CIO Chris Clark looks at small-cap returns after previous periods of higher-than-usual share price fluctuations.

Co-CIO Francis Gannon looks at the confluence of volatility in politics and the stock market before examining what presidential election years have meant for small-cap stocks.

Co-CIO Francis Gannon looks at the promising combination of attractive valuations and robust net income estimates as catalysts for small-cap leadership.

Co-CIO Francis Gannon thinks current economic and investment conditions are creating potential advantages for active small-cap managers, with a particular edge developing for higher-quality small-cap companies.

Co-CIO Francis Gannon thinks a unique set of market circumstances and the prospects for active management in small-caps are creating the opportunity for both absolute and relative outperformance going forward.

Co-CIO Francis Gannon talks about the potential for better relative and absolute small-cap returns and how attractively low valuations in the asset class can help active small-cap management going forward.

Co-CIO Francis Gannon discusses why recent short-term outperformance may be signaling a leadership shift in favor of small cap.