Sentences with phrase «small cap equities»

Active investing is thought to be a better way to access less efficient markets such as small cap equity than passive investing.

Today's profile in Barron's features the Aberdeen U.S. Small Cap Equity Fund (GSXAX; Class A shares).

At the end of February, Aberdeen Small Cap Fund (GSXAX) becomes Aberdeen U.S. Small Cap Equity Fund.

San Mateo, CA, May 1, 2017 — Franklin Templeton Investments today announced the addition of three new strategic beta ETFs to its Franklin LibertyShares ™ lineup — Franklin LibertyQ U.S. Equity ETF (FLQL), Franklin LibertyQ U.S. Mid Cap Equity ETF (FLQM) and Franklin LibertyQ U.S. Small Cap Equity ETF (FLQS)-- expanding its LibertyQ strategic beta ETF suite to now include U.S. equity - focused products.

A recent article in Barron's says that managers of the Glenmede Small Cap Equity Fund (GTCSX, Advisor shares) outperformed their peers:

Here is the resulting chart of cumulative RealAlpha ™ and related statistics for Invesco Small Cap Equity:

The LibertyQ U.S. Small Cap Equity Index utilizes a multi-factor selection process that is designed to select equity securities from the Russell 2000 ® Index that have exposure to four investment style - factors: quality, value, momentum and low volatility — while seeking a lower level of risk and higher risk - adjusted performance than the Russell 2000 ® Index over the long term.

The goal: to achieve positive returns while minimizing the downside risk of Small Cap equity investing.

In 2009 he became a co-manager of the International Small Cap Equity strategy (manifested in the U.S. as Price International Discovery PRIDX), where he was the lead guy on Asian stock selection.

I am also considering initiating new positions in US Small Cap Equities and Emerging Market equities.

This, of course, poses an interesting question of how much of the Efficient Market Hypothesis has been wrongly used to propel the myth of active investing for small cap equity.

Sure, popular shorts like USTs / «long duration,» EM stocks, gold and equity «growth» factor are all squeezing higher out of the gates — but by and large, so too are popular longs like small cap equities, inflation, copper, «high beta cyclical» equities, «value» factor and HY.

The Eastern Shore Small Cap Equity strategy is also available to institutional investors in separately managed accounts.

Gain exposure to developed international world, ex-U.S. and Canada small cap equity from dividend paying companies

So in terms of resilience you could cite small cap equities,» Daniel Morris, senior investment strategist at BNP Paribas Asset Management, told CNBC via email on Thursday.

«Large cap U.K. equities have traded primarily on sterling whereas small cap equities have been much less sensitive.

For example, small cap equities tend to be more volatile than large or mid-cap equities.

The fund pursues long - term capital appreciation by investing in high quality small cap equities, which they'll only buy and hold when they're undervalued.

Dana Small Cap Equity Fund will seek long - term growth.

Glenmede Small Cap Equity Portfolio (GTCSX) closed to new investors on September 30th, on short notice.

Aristotle Small Cap Equity Fund will seek long - term capital appreciation by investing in high quality, small cap businesses that are undervalued.

JPMorgan Small Cap Equity Fund (VSEAX) reopened to new investors on November 16, 2015.

Let's take a look at how Glenmede Small Cap Equity performed from the Alpholio ™ perspective.

Novaport's WS Smaller Companies Fund invests in Australian Small Cap equities with a focus on buying fundamentally cheap businesses with good growth prospects.

«GSSC is a result of continued investor demand for products that offer a multi-factor investment approach, providing exposure to small cap equities by leveraging our quantitative investment expertise,» says Gary Chropuvka, head of customized beta strategies within the Quantitative Investment Strategies team.

Currently, the fund limits exposure to China and does not include small cap equities.

The MSCI ACWI Small Cap Index is a free float - adjusted market capitalization index that is designed to measure global small cap equity performance.

On the website for a certain investment firm, the main types of assets are: Large Cap Equity Small Cap Equity International...

Today's piece in Barron's profiles the Invesco Small Cap Equity Fund (SMEAX, Class A shares).

Based on our Defined Risk Strategy, the Swan Defined Risk U.S. Small Cap Fund is an absolute return type, risk - managed approach to asset allocation designed for growth investors and based on the U.S. small cap equity index ETF (IWM).

She joined Schroders in 2002 as Head of US Small Cap Equity.

Frank Russell Company does not make any representation regarding the advisability of investing in the Franklin LibertyQ U.S. Small Cap Equity ETF.

The fund seeks to provide low - cost access to small capitalization U.S. equities by tracking GSAM's proprietary Goldman Sachs ActiveBeta U.S. Small Cap Equity Index.

Although the DRS is now offered upon other asset classes like small cap equity, foreign developed, and emerging markets, the flagship offering has always utilized U.S. large cap ETFs for its equity exposure.

Eastern Shore Capital Management has announced the launch of the Eastern Shore U.S. Small Cap collective investment trust (CIT), providing investors with a commingled vehicle for the Eastern Shore Small Cap Equity strategy.

I'm currently in Wells Fargo Money Market which has a steady negative return and 14 % in small cap equities.

The news here is mixed: (1) the fund kinda sucks and (2) it already invests more than 80 % of its money in international small cap equities, so it's not likely that that's going to change either.

The indexes representing each asset class are: S&P 500 ® Index (for Large Cap Equity); Barclays U.S. Aggregate Bond Index (for Fixed Income); MSCI EAFE Index (for International Equity); Russell 2000 Index (for Small Cap Equity); and Citi Treasury Bill 3 - Month Index (for Cash).

To learn more about the Glenmede Small Cap Equity and other mutual funds, please register on our website.

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETFs.

We believe U.S. Small Cap Equities would be a good asset class to take toward long - term target allocations.

Small Cap Equity — Small company stocks may be riskier and more volatile than larger, more established company stocks.

Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007.

Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

Started career as an investor at Goldman Sachs, focused on trading illiquid, small cap equities and managing a book of $ 4.5 b in AUM.

To learn more about the Invesco Small Cap Equity and other mutual funds, please register on our website.

Mr. Monroe is a Portfolio Manager in the Small Cap Equities group.

This is a Small Cap Equity Oriented Mutual Fund launched on May 12, 2014.