08/19/2025 | Press release | Archived content
August 19, 2025
All cycles end.
Earnings momentum is shifting from Large to Small.
Small caps are priced to perform, not for perfection.
There's a lot more we can (and would love to) say about Small Caps. The criticality of diversification, the dynamics of reshoring, and the pending boosts of M&A and lower interest rates all make us excited about the space. If you'd like to join the discussion, please don't hesitate to reach out to us.