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Aristotle Small Cap Equity Fund Sold Westinghouse Air Brake Technologies Corporation (WAB) as It Grew Beyond Small-Cap Space
Yahoo Finance· 2026-02-16 13:01
Company Overview - Westinghouse Air Brake Technologies Corporation (NYSE:WAB) is a leading rail technology and equipment company that provides locomotives, equipment, systems, and services [2][3] - The company has a market capitalization of approximately $43.775 billion [2] Financial Performance - Westinghouse Air Brake Technologies Corporation reported $2.97 billion in sales for the fourth quarter of 2025, reflecting a year-over-year increase of 14.8% [4] - The stock closed at $256.06 per share on February 13, 2026, with a one-month return of 11.52% and a twelve-month increase of 36.06% [2] Investment Insights - The Aristotle Small Cap Equity Fund noted that Westinghouse Air Brake Technologies Corporation transitioned from a small-cap to a large-cap company, leading to a redeployment of capital into new positions with potential upside [3] - At the end of the third quarter, 62 hedge fund portfolios held shares of Westinghouse Air Brake Technologies Corporation, a decrease from 68 in the previous quarter [4]
SPDR Portfolio S&P 600 Small Cap ETF (SPSM US) - Investment Proposition
ETF Strategy· 2026-01-18 12:15
SPDR Portfolio S&P 600 Small Cap ETF (SPSM US) – Investment PropositionSPDR Portfolio S&P 600 Small Cap ETF (SPSM) provides broad, rules-based exposure to U.S. small-cap equities across sectors, emphasizing diversified participation in domestic economic dynamism and earlier-stage corporate growth. The strategy follows a transparent inclusion and rebalancing process that maintains investability and capacity while limiting single-name impact relative to the inherently higher volatility of smaller companies. R ...
Brandes Small Cap Value Fund Initiated a Position in Prestige Consumer Healthcare (PBH) on a Dip
Yahoo Finance· 2025-12-10 12:27
Core Insights - Brandes Small Cap Value Fund reported a return of 11.16% for Q3 2025, underperforming its benchmark, the Russell 2000 Index, which gained 12.39%, and the Russell 2000 Value Index, which returned 12.60% [1] Company Highlights - Prestige Consumer Healthcare Inc. (NYSE:PBH) is a key holding in the Brandes Small Cap Value Fund, focusing on over-the-counter health and personal care products [2] - The stock of Prestige Consumer Healthcare Inc. experienced a one-month return of -0.94% and a significant decline of 28.26% over the past 52 weeks, closing at $59.94 per share with a market capitalization of $2.95 billion on December 09, 2025 [2] - The small-cap investment committee of Brandes Small Cap Value Fund purchased shares of Prestige Consumer Healthcare Inc., along with Globant and Sonoco Products Company during the third quarter [3]
Bank OZK: Why I'm A Buyer Of The Common And Preferred Shares
Seeking Alpha· 2025-10-06 14:15
Core Viewpoint - The investment strategy involves adding fixed income to stock portfolios in anticipation of further decreases in benchmark interest rates, which may lead to lower yields in financial markets [1]. Group 1: Investment Strategy - The investment group European Small Cap Ideas focuses on high-quality small-cap investment opportunities in Europe, emphasizing capital gains and dividend income for continuous cash flow [1]. - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]. Group 2: Analyst Position - The analyst has a beneficial long position in the shares of OZKAP through stock ownership, options, or other derivatives [1]. - There is an intention to write put options on Bank OZK to establish a long position in the near future [2].
Glow Lifetech to Present at the Annual Smallcap Discoveries Conference in Vancouver
Newsfile· 2025-09-24 11:30
Company Overview - Glow Lifetech Corp is a Canadian biotechnology company focused on producing nutraceutical and cannabinoid-based products with enhanced bioavailability and effectiveness [6] - The company utilizes a proprietary MyCell Technology® delivery system to improve the absorption of natural compounds [6] Conference Participation - Glow Lifetech will participate in the Annual Smallcap Discoveries Conference on September 29-30, 2025, in Vancouver, British Columbia [1] - CEO Rob Carducci will present the company's recent performance and future growth plans during the conference [2] Conference Details - The Smallcap Discoveries Conference aims to connect engaged investors with select Canadian growth companies through presentations, keynote sessions, and one-on-one meetings [3] - The conference focuses on strengthening Canada's microcap ecosystem and improving access to capital for businesses [3] Investor Engagement - Investors interested in meeting with Glow Lifetech during the conference can contact the event coordinator [4] - Registration for the Smallcap Discoveries Conference is available for interested investors [4] Smallcap Discoveries Overview - Smallcap Discoveries is a leading small-cap investment community in Canada, dedicated to identifying high-quality, under-followed companies with strong growth potential [5] - The platform offers in-depth research, exclusive insights, and access to emerging opportunities in the micro and small-cap space [5]
Affinity Bancshares Stock: No Dividend, But Buying Back Its Own Shares (NASDAQ:AFBI)
Seeking Alpha· 2025-09-19 14:30
Core Insights - Affinity Bancshares (NASDAQ: AFBI) is the holding company of Affinity Bank, primarily operating in Georgia, and recently had a sale canceled [1] Company Overview - Affinity Bancshares focuses on providing banking services in Georgia, indicating a regional concentration in its operations [1] Investment Focus - The investment group European Small Cap Ideas emphasizes high-quality small-cap investment opportunities, aiming for capital gains and dividend income [1] - The group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, along with weekly updates and educational content [1]