Small Cap Value Investing
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Q3 2025 Improving Fundamentals Position Portfolio For Upside
Seeking Alpha· 2025-10-29 13:59
Attribution Analysis & Portfolio Activity - The Value Plus Strategy achieved a gain of 8.50% in the third quarter [2] - This performance was compared to a 12.60% gain for the Russell 2000® Value index [3]
Still holding Oracle stock but trimmed 'significantly,' says Ariel Investments' Bobrinskoy
Youtube· 2025-09-24 20:59
All right. Well, let's bring in Aerial Investments vice chairman and head of investment group, Charlie Brinskcoy. Charlie, it's great to have you back on the show.And let's start with the fact that small caps and specifically small cap value is really having a breakout here this quarter. It really is. Thanks for leading with that, Morgan.Yeah, it's been a while. It's obviously been a market that's been led by large cap growth for a long time now. If you go back long time, over a hundred years, finance depar ...