A narrow market led by giant stocks signals opportunities ahead for small- and mid-caps.
Strategy
Large, speculative growth stocks have been in charge lately, but there’s a strong case for well-selected mid-cap value going forward.
Fund Strategy
After a frustrating quarter, now is not the time to get distracted by the market’s bright and shiny objects.
Why a quarter dominated by seven giant tech stocks is actually signaling better times ahead for small value.
Fund Commentary Archive
Fund Performance
More Portfolio Perspectives
After years in which asset managers, investors, and research analysts gave up on small value, the few who persevered now stand to benefit from Value’s spring.
By confusing value investing with buying growth stocks on the dip, Impatient Investors may be giving up too soon on the market's real bargains.
More Market Insights
Why a detailed analysis of balance sheet strength can be key to identifying attractive opportunities.
A look at our disciplined process developed through experience.
More Investment Approaches
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In addition to stocks of large companies, the Funds invest in small- and mid-sized companies that are generally less liquid and more volatile than large companies. The Mid Cap Value and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60 and 40 to 70, respectively) than the average mutual fund. The performance of these holdings generally will increase the volatility of the Funds’ returns.
Value investments are subject to the risk that their intrinsic value may not be recognized by the broad market.
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