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Article: Is This the Small Cap Rotation We’ve Been Waiting For?
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Small cap growth’s big valuation discount to large cap growth started shrinking after the July 11 CPI print. Are you ready for a potential rotation?

July 17, 2024

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Excess capital yield: A better framework for value investing

April 18, 2024
After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.
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