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Investing in Small and Mid Caps

Small & Mid-Cap Equities: Smaller companies in a changing world

February 2017 (Magazine)By

Daniel Ben-Ami looks at how smaller companies are adapting to the economic and political landscape 

US: Policy unleashes animal spirits

February 2017 (Magazine)By Christopher O’Dea

The performance of US small and medium-sized companies has been boosted by an expectation of lower taxes and lighter regulation under President Trump

Smaller companies: The lifeblood of Europe

February 2017 (Magazine)By

Smaller companies are crucial to the success of the European economy. However, the way they are nurtured by investors and governments varies dramatically

UK firms vulnerable to slowdown

February 2017 (Magazine)By

Joseph Mariathasan finds that the UK economy has fared quite well since the Brexit vote, but smaller companies are vulnerable to any potential domestic slowdown

Adapting to a new landscape

February 2017 (Magazine)

Successful investing in the UK’s smaller businesses requires adopting attitudes and techniques similar to those in private equity investing, according to Tony Dalwood

PureGroup: Sensitivity of selected funds to macro factors

February 2017 (Magazine)

Data shows the sensitivity of the five largest US small and mid-cap equity funds and the five largest European small and mid-cap equity funds to changes in macroeconomic factors

digging for victory

Small & Mid-Cap Equities: Digging for victory

February 2016 (Magazine)By

Successfully investing in small and medium-sized companies involves getting to know the intricacies of how relatively simple businesses work

US small & mid-caps: In the land of the brave

February 2016 (Magazine)By

Led by technology and healthcare, the US small-cap sector is the most dynamic in the world but some companies are becoming overvalued 

Mid-caps: Time to take the middle road

February 2016 (Magazine)By Anthony Harrington

Offering better outperformance than large-caps and more robust than small-caps, mid-caps are particularly attractive

Small and mid-caps and corporate governance: Battle for a common ground

February 2016 (Magazine)By

We map the obstacles in the way of a unified approach to corporate governance in a Europe characterised by a north/south divide in small and mid-caps

The case for listed small-caps

February 2016 (Magazine)By

The liisted small-cap and mid-cap market could be a better place for investors to start when considering a move into private equity

Investing In Small & Mid-Cap Equities: Starved of capital

January 2015 (Magazine)By

Central bank policies are heading for divergent paths. Joseph Mariathasan looks into the likely impact on small and mid-sized stocks, where valuations are already exhibiting marked differentiation

Investing In Small & Mid-Cap Equities: Keeping it in the family

January 2015 (Magazine)By

Germany’s Mittelstand shows why mom-and-pop shops, despite the risks, can create superior success from local networks and a longer-term view of their businesses. Joseph Mariathasan investigates

Investing In Small & Mid-Cap Equities: Northern exposure

January 2015 (Magazine)By Caroline Liinanki

While the Swedish stock market in general can be rather volatile, this goes to an even greater extent for Swedish small-caps. But as Caroline Liinanki finds, for those able to handle the short-term market movements investing in smaller Swedish companies has been a very profitable move

Investing In Small & Mid-Cap Equities: Focus from diversity

January 2015 (Magazine)By

Rummaging through successful small-caps portfolios reveals a diversity of opportunity, finds Martin Steward. This diversity enables portfolio managers to express very well-defined styles in their portfolio risk 

Investing In Small & Mid-Cap Equities: Taking small-caps global

January 2015 (Magazine)By

Brandes Investment Partners has been managing global small caps since 1997. “It’s a big pond with a lot of fish but very few anglers,” as director of investments Luiz Sauerbronn puts it. 

Investing In Small & Mid-Cap Equities: The M&A effect

January 2015 (Magazine)By

The M&A theme tends to be big in small-caps: these companies are growing, often via their own acquisitions; and becoming assets coveted by both LBO from below and large-caps from above. Our featured strategies feel its effects as both a blessing and a curse.

All Investing in Small and Mid Caps

EIOPA, ECB consult on information gathering

LCP: Defined benefit funds are 'fighting for survival'

Wed, 2 Aug 2017By

FTSE 100 companies have pumped £150bn into DB funds in 10 years but large deficits remain

Coats thread pic

UK roundup: FRC expands Coats pension investigation

Wed, 2 Aug 2017By

Latest monthly private sector DB deficit estimates give contrasting picture 

Netspar to branch out into artificial intelligence, big data

Sponsors 'must review DB terms' after accounting rule change

Wed, 26 Jul 2017By

IAS19 proposal could affect future sponsor contribution levels and viability of buyout plans, consultants warn

Accountancy

Pensions accounting in IASB’s sights as disclosure project takes shape

Wed, 12 Jul 2017By

Accounting body proposes removing choice for sponsors to report interest 

DNB to assess Dutch asset management charges

Accounting roundup: FRC, GAAP, IFRS, IASB, S&P

Tue, 11 Jul 2017By

UK’s FRC says more work needed before updating GAAP in line with IFRS changes 

All News and Opinion

On the Record: How do you do operational due diligence?

July / August 2017 (Magazine)By

Three pension funds - RPMI Railpen, Elo Mutual Pension Insurance Company and Blue Sky Group - discuss their approach to operational due diligence

How We Run Our Money: PREVIP

July / August 2017 (Magazine)By

Livio Raimondi, CIO of PREVIP, a €2.2bn multi-employer DC pension fund in Italy, talks about the fund’s growth aspirations

Strategically Speaking: Bain Capital Credit

July / August 2017 (Magazine)By

Bain Capital Credit, an arm of the eponymous private equity house, has come a long way since it was founded in 1998 as Sankaty Advisors

On the Record: How do you approach alternative credit?

June 2017 (Magazine)

Three pension funds - AP2, Linde and Unilever - talk about their approach to alternative credit

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How We Run Our Money: Nordea Life & Pensions

June 2017 (Magazine)By

Rachel Fixsen asked Thomas Otbo, Jesper Nørgaard and Erik Callert about the changes being made to the Nordics’ biggest commercial life insurer

All Interviews

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