global small caps

Plus, the short-term impact of stylistic factors in an already attractive sector. Over the last few years, larger, "growthier", US-based businesses have outperformed...

In a world where intangible assets such as research and development, employee training and branding increasingly form the backbone of companies’ competitive...

At the start of any chess game, any pawn has the potential to become a Queen. The hard part for investors is to identify those small companies that will grow to be...

Global small caps have had a bonza 12 months, having well and truly recovered from their COVID-lows. And while big tech and speculative investment vehicles like SPACs...

A trio of fund managers provide answers on the crucial “who”, “what” and “why” of global small-caps in the final instalment of our three-part series. This should...

Investing rulebooks went out the window last year, as pandemic-hit markets plummeted, then rebounded, and share prices rose or fell on little more than sentiment. Take...

With the ASX 200 currently just 3.7% below its pre-pandemic level, many investors who didn’t buy the dip have a severe case of FOMO . Small caps are a possible...

Many would argue that today’s market bears little resemblance to the Dotcom bubble. Yes, the by-products of increased risk-taking are different. However, the mindset...

The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...

Smaller companies have had a stellar run since the COVID sell-off, with the MSCI World Small Cap Index managing to outperform even the NASDAQ since the market’s bottom...

In the midst of a sell-off, it takes a serious amount of intestinal fortitude to bite the bullet and open a new position. But for those who do, the rewards can be...

A quality investing framework executed sensibly can earn returns in excess of the market. The benefits derived from a quality approach are magnified even further when...

COVID-19 was a hit to equity markets, as companies downgraded or withdrew their earnings guidance, and market uncertainty and volatility spiked. The sell-down in March...

Perceived to be based on free-wheeling shopping by predominantly younger consumers, the buy now pay later (BNPL) sector is facing a bad debt Armageddon that many...

When investors think about innovation and disruption, one of the factors that comes to mind is valuation and the right price to pay for businesses taking the lead in...

At a recent boardroom briefing, the Paradice Global Small Cap Fund team discussed their views on what’s influencing movements in the small-cap sector. They said two...

The growing popularity of Venture Capital (VC) has enabled some remarkable and innovative businesses. The attractive returns of many VC funds have stoked further...

There are only 31 listed companies in the world with a market cap of over US$200B, and some of them are covered by 50+ analysts. Meanwhile, there are over 8,000...

Global small and mid-cap companies (SMID) can complement and diversify existing exposure to mega and large-cap companies, as well as reduce exposure to potential...

For professional investors, mistakes are not a rare occurrence. Common wisdom holds that if you get six out of 10 correct, you’re doing pretty well. The key is...