Strategy generated positive absolute performance but trailed its benchmark in the fourth quarter. Read more here.

IJT targets U.S. small-cap growth stocks through a rules-based, index-tracking approach for diversified equity exposure.

The Russell 2000 has outperformed the S&P 500 significantly in the past 6 months. This has advisors wondering if it's time to ...

Investors want their ETFs cheap, even though researching tiny companies can be more time-consuming and expensive.

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q4 2025 investor letter.

Small-cap stocks have historically rewarded patient investors willing to endure volatility in exchange for growth potential.

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here. The Strategy underperformed the Russell ...

By using balanced exposure strategies, investors can simplify the journey toward achieving financial security.

When small-cap stocks underperform for years, investors often forget they exist. Then sentiment shifts, and suddenly everyone ...

Equity Ex-top 100 long-short fund invests a minimum 65% of the money in equity and equity-related instruments of companies, ...

Small-cap funds on average have lagged their benchmarks by wide margins this year while putting up respectable absolute returns. Strategies that avoid speculative small caps and focus on higher ...

The Strategy underperformed in Q4, as strength in industrials and several health care holdings was offset by a biotech rally ...