Core Insights - The financial sector has recently seen a trend of prominent investors seeking marriage partners, with notable figures like private equity manager Li Bei and public fund manager Liu Junwen participating in this phenomenon [1] - Liu Xin, a well-known retail investor and major shareholder in over ten listed companies, is actively looking for a partner, aiming to surpass Warren Buffett in investment success [1] Group 1: Investor Profile - Liu Xin is a 90s-born professional investor and the largest individual shareholder in companies such as Dajin Heavy Industry and Guosheng Technology, holding significant influence in the investment community [1] - Liu Xin's investment strategy focuses on small-cap stocks and hot themes, particularly in the chemical sector, demonstrating both quick trading and long-term holding capabilities [1] Group 2: Investment Performance - As of the third quarter, Liu Xin ranked among the top ten circulating shareholders in six stocks, with a total holding value of approximately 1.15 billion [1] - Liu Xin's notable investments include significant positions in stocks like Zhongdian Electric, Dayuan Pump, and Jiangshun Technology, with a particular emphasis on Jiangshun Technology where he is the largest circulating shareholder [1] - In October, Liu Xin made substantial purchases in Guosheng Technology and other high-performing stocks, achieving nearly 100% profit on his investments in Guosheng Technology, with a cost basis of just over 4 yuan [1]

It's outperformed so far this week, that small cap trade. So, the Russell 2000 is up nearly 5% in three days. And our next guest now says the stage is finally set for those gains to actually continue with some momentum.For more, let's turn to portfolio manager of the Needm Small Cap Growth Fund, Chris Wler, who joins us here on set this Thanksgiving Eve. Chris, thank you very much for being here with us. >> Thank you for having me.>> All right, so let's talk about the small cap trade. You say that it does n ...

Core Insights - The Avantis U.S. Small Cap Value ETF has outperformed the S&P 500 over the past five years, making it a compelling option for investors interested in small-cap stocks [1][5]. Fund Overview - The Avantis U.S. Small Cap Value ETF is actively managed, with professional analysts selecting which smaller companies to buy and sell, distinguishing it from passively managed funds [3]. - This ETF is value-oriented, focusing on undervalued investments rather than high-growth stocks, which may lead to a portfolio of slower-growing but potentially undervalued companies [4]. Performance Metrics - The ETF has a modest expense ratio of 0.25%, costing $25 annually for every $10,000 invested [5]. - Performance over various time frames includes: - 1 year: 5.6% - 3 years: 16.7% - 5 years: 20.4% - Since inception (Sept. 24, 2019): 14% [5]. Holdings Composition - The ETF consists of 777 holdings, with the top 10 holdings accounting for approximately 8% of its total value, indicating a more evenly distributed investment compared to large-cap ETFs [6]. - Recent top 10 stocks include: - Air Lease Corp. Class A: 1.04% - GATX: 0.93% - Five Below: 0.90% - Macy's: 0.87% - SkyWest: 0.78% [6][7]. Growth Potential - The ETF could significantly boost wealth over time, with hypothetical growth rates of 8%, 10%, and 12% showing substantial returns on an annual investment of $1,200 [8][9].

Market Outlook - Small caps are expected to enter a favorable period after underperforming for the last couple of years, with revenue acceleration being a significant benefit [2] - The capital markets for both equity and debt are open, and M&A activity is robust, providing a positive environment for small caps [4] - The current cycle of rate cutting is anticipated to lead to increased liquidity in small caps as money market rates drop [6] Tariff Impact - Tariff concerns have been absorbed to some extent, but they still impact many companies, particularly smaller ones [3][4] - The China tariff remains a significant concern for many companies, highlighting the need for more certainty in the market [4] Investment Opportunities - Companies like Generac, Badger Meter, and Adran are highlighted as potential investment opportunities, with Generac's demand for backup generation in data centers being particularly notable [9][10] - Badger Meter is positioned well due to the ongoing infrastructure buildout, while Adran is expected to benefit from rural broadband investments [10] Market Dynamics - The outperformance of small caps is anticipated as liquidity tightens, leading to increased demand for shares in this segment [7] - Historical false starts in small caps have been noted, but recent market conditions suggest a potential shift [5]

Core Viewpoint - The Zhongzheng 2000 Enhanced ETF has achieved a nearly 30% return in the first half of the year, outperforming its benchmark index by approximately 14% [1] Group 1: Performance Metrics - As of July 1, the Zhongzheng 2000 Enhanced ETF (159552) rose by 0.77%, reaching a new high [1] - Over the past five days, the ETF increased by 3.99%, by 5.67% over the past ten days, and by 8.16% over the past twenty days [1] - Year-to-date, the ETF has accumulated a return of 30.16% [1] Group 2: Market Insights - The effectiveness of small-cap stocks has been validated globally, attributed to investors' general aversion to small-cap stocks due to difficulties in obtaining accurate information [1] - This aversion leads to lower prices for small-cap stocks compared to larger stocks, resulting in higher expected returns [1] Group 3: Investment Strategy - The fund under China Merchants uses a multi-factor model for stock selection and portfolio optimization, incorporating traditional fundamental, technical, and advanced machine learning factors [1] - The fund aims for long-term stable excess returns while maintaining a balanced and conservative portfolio allocation, with strict control over tracking error [1] - The quantitative team at China Merchants has extensive experience in the index enhancement field, with a history of stable and high long-term excess returns from various enhanced funds [1]

Group 1 - The article highlights that there are approximately 600 stocks in the A-share market with a market capitalization of less than 2 billion yuan, some of which have high growth potential despite low performance [1] - It emphasizes the importance of a discerning approach to small-cap stocks, suggesting that companies with potential should be bought and held in a diversified manner, while poorly performing companies should be avoided [1][2] - Examples of promising small-cap companies include those in the biopharmaceutical sector that are overcoming technological challenges and those in emerging tech services that provide intelligent solutions for traditional industries [1] Group 2 - The article warns that some small-cap stocks are struggling due to poor management, intense competition, and lack of core competitiveness, leading to declining performance and stock prices [2] - It stresses the need for investors to conduct thorough research on a company's fundamentals, including financial health, industry position, core competitiveness, and management capabilities [2] - The article advocates for a diversified investment strategy to mitigate risks associated with small-cap stocks, suggesting that investors should not concentrate their funds in a few stocks but rather spread them across multiple small-cap stocks from different industries [3] Group 3 - Overall, the article presents small-cap stocks as a field filled with both opportunities and risks, urging investors to adopt a balanced perspective and engage in rational analysis and decision-making to identify truly valuable investment targets [3]