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...The S&P BSE small-cap index is down 4.9 per cent month to date....
...Today, DFA manages about $677bn, and a decent chunk of that is invested in its suite of small-cap funds. such as its $15.4bn US Small Cap Portfolio....
...Of these, the 227 that traded the CSI1000 index — composed of Shanghai and Shenzhen-listed small cap stocks — reported an average annual return of 8.57 per cent....
...Maybe I’ll look at some small-cap funds over the coming months. Overall, though, my investment thesis remains intact: Japan has attractive valuations and increasingly shareholder-friendly governance....
...As someone who has spent 25 years searching out good value companies, Brittain’s past successes include buying Arm when it was a small-cap stock (the UK chipmaker abandoned the London market last year to...
...small-cap Russell 2000....
...Which is perhaps a symptom of malaise among the small-caps....
...Even the Asia Pacific index, which doesn’t gel with my atlas. Likewise, MSCI EM Asia, the index my ETF tracks, is supposed to include emerging market countries only....
...“In a decade where value and small caps have underperformed compared to growth and large caps, this difference in strategy is pivotal.”...
...My favourite is Onfido, an identity verification and fraud management platform, which represents 3.3 per cent of the fund’s net asset value....
...My own long-distance portfolio contains a small allocation to Vanguard’s Global Small-Cap index fund, which has exposure to over 4,000 smaller company stocks in developed markets — just one of many ways...
...To get a sense of just how unusual this is, note that in the past, during US bull markets in which large caps outperformed, small caps did not suffer....
...Small size and value are regarded by aficionados of “smart beta” as factors that boost returns over the long run. Not everyone is convinced, though....
...Indian mid and small-cap stocks have soared in value over the past six months as retail investors and mutual funds snap up shares in previously-troubled companies, sparking concerns that some parts of the...
...In terms of index trackers, BlackRock’s iShares offers one for the MSCI India index (up 48 per cent in the past five years) and another for the MSCI India Small Cap (up 67 per cent in the past five years...
...Understand that for a trust to create more value than an index tracker fund its make-up needs to differ from the index, so in terms of performance it will sometimes be ahead and sometimes behind the index...
...Yes,” said one emerging market portfolio manager....
...“People are fixated on the size of these companies,” said Vontobel portfolio manager David Souccar. “[If] a small-cap compounds by 50 per cent over five years . . ....
...It is interesting to see how the Russell 2000 small-caps index has in recent years become a more popular benchmark to showcase private equity returns — which no doubt has nothing to do with its weak performance...
...The Nikkei 225 index has gained 6.3 per cent so far in 2024 while the broad market cap-based Topix has climbed 5.4 per cent....
...Given its £971mn market value, it is not clear what US index it would get into....
...The scale of value-add is small, but highly statistically significant....
...Lin Weibin, head of index investment at E Fund, said the debut of small-cap ETFs would “fill a void” in the Chinese market....
...You get more mid-caps, what I’d call a mid-cap, and less big-caps by switching. Some of these funds related to the Russell index rather than the Standard & Poor’s index....
...Templeton Emerging Markets Investment Trust, a UK-listed fund....
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