Small Cap Value Investing
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Q3 2025 Improving Fundamentals Position Portfolio For Upside
Seeking Alpha· 2025-10-29 21:59
业绩表现 - Value Plus策略在第三季度获得8.50%的收益 [3] - 同期Russell 2000® Value指数收益为12.60% [3]
Still holding Oracle stock but trimmed 'significantly,' says Ariel Investments' Bobrinskoy
Youtube· 2025-09-25 04:59
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 ...