Interest Rates Effect on Performance
So how do stock markets, and in particular small caps, performduring rising rate cycles? The table below, produced by Standard& Poor’s (S&P), shows small stocks (the S&P 600 and Russell2000) have tended to outperform larger stocks (S&P 500) wheninterest rates rise. Rising interest rates do not automaticallyspell doom for stocks. Inspired by the S&P study, […]
Great Companies
Great Companies One of the best ways to outperform is to identify “great companies.” In this spirit, our research team set time aside this quarter to describe and debate what factors make a great company. We focused on how a company becomes and stays great, which helps us in our search for new companies, and […]