Executive Summary The five largest publicly traded hyperscalers — Amazon, Alphabet, Microsoft, Meta, and Oracle — are executing likely the most aggressive coordinated private sector capital expenditure (Capex) cycle in modern history, expected to reach nearly $690...
Following one of the longest periods on record of small cap equities underperforming large cap equities, we believe small cap stocks have begun a long term recovery. In fact, small cap stocks have outperformed large cap stocks significantly since Liberation Day last...
Discover Penn Capital's analysis of blending ~$4B avg. market cap growth and value manager portfolios, and its $2.2B avg. market cap Smaller Company Equity Strategy portfolio, and how it can help boost upside and uncover hidden gems. Watch the Video: Penn...
CIO - Equity, Sr. Portfolio ManagerAfter significant underperformance of small cap equities relative to large cap equities during the first half of the year, we believe small cap stocks began their recovery on both an absolute basis and relative basis to large cap...
After significant underperformance of small cap equities relative to large cap equities during the first half of the year, we believe small cap stocks began their recovery on both an absolute basis and relative basis to large cap stocks. Although credit market improvement year-to-date has propelled the mega cap stocks, small cap stocks have been left behind. This is an unusual occurrence in a strong credit environment, and we expect small cap stocks to catch up with large cap over the next year.
As the economy slowly begins to emerge from the pandemic, investors may naturally have concerns regarding the long term economic impact.