The January effect, initially observed in small-cap stocks, has diminished over time, likely due to randomness rather than a true market anomaly. From 1979 to 2024, November and December have been the ...

Discover the small firm effect—a theory where small-cap stocks often outperform large-cap stocks, offering unique growth ...

Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out. That’s because researchers have found that the so-called small-cap effect — the tendency for ...

I am no fan of small-cap investing. And I haven’t been for at least the past decade or so. That’s partly a market structure issue, and partly due to how the original small-cap ETF, the $64 billion ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

Wall Street had a wobbly start to 2026, with major stock indices ending the year’s first trading day with a mixed note. While the S&P 500 inched up 0.2% and the Dow Jones Industrial Average gained 0.7 ...

Year to date, developed-world small-cap is showing renewed leadership over its large-cap counterparts. Small-cap valuations are relatively low, which implies higher expected returns. ICSF’s trailing ...

High-quality small-cap stocks perform significantly better. These 12 companies fit that description. Small-cap stock investors may want to tone down their enthusiasm over the Russell 2000 breaking out ...