While the market’s biggest names have been grabbing the lion’s share of investors’ attention in recent years, the smaller end of the market deserves some consideration, as well. In this series on ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...

In recent years, the performance of small-cap companies has been overshadowed by the stellar returns of mega-cap tech stocks. They are not unique in this respect, as nearly all of the S&P 500 ...