Please see the important performance and other related disclosures at the end of this Commentary, which are an integral part of this quarterly Commentary Newsletter. Click to enlarge The second ...

“Irrational Capital has developed an index that asserts that companies with the best human capital lead to long-term value creation and compelling equity returns.” - Harbor Capital Advisors, Inc. The ...

Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets exhibited a mixed ...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” fourth quarter 2024 investor letter. The volatility that was seen in 2024 persisted into the fourth ...

Editor’s note: This article has been updated to reflect a correction by Capital Group, which said its small-to-mid-cap ETF targets companies with valuation of up to $56 billion. While U.S. ETFs ...

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Infrastructure Capital Advisors expects to declare future distributions on a monthly basis. Distributions are planned, but not guaranteed, for every month. For more information about each Fund’s ...

・Fiera Capital is exiting its Canadian small and micro-cap equity strategies, affecting approximately C$1.2 billion in assets under management ・The move reflects broader challenges in scaling ...