The recent past has seen extreme divergence in the performance of small cap stocks versus their large cap counterparts. We take a closer look at this underperformance and discuss the impact of different market environments on the returns generated by small cap stocks. …

As people of good conscience raise their voices in response to the killing of George Floyd and a justice system whose impartiality too often excludes black and brown peoples, Dr. King’s words 60 years ago should haunt us all…

Growth managers have been outperforming core benchmarks and value managers by a wide margin the past 3+ years (Chart 1).  In this analysis, we dig a little deeper to see what investment approaches …

Small caps have enjoyed a structural size premium (Chart 1 and Chart 2). Moreover, we have long maintained that high active share strategies are best deployed in less efficient market segments such as…

Our employee-owned firm, Xponance^®, is led by an experienced team of women and diverse professionals with a shared passion to act in good conscience for our clients, communities and each other. As part of this mission, we take environmental, social and governance (ESG) issues seriously.

As we ponder what has transpired since the beginning of 2020, and as we look back at the first quarter, we are struck by a plethora of thoughts given the monumental difference between how the year began and the quarter ended. To begin, the economic situation in which we find ourselves is…