Combining Fundamental, Quantitative, and Technical Analysis
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Quarter-End Letter
1Q25 Quarter-End Letter
Aditya S. Karande, CFA
April 3, 2025
Insights
Private Equity is No Longer Defying Gravity
Jeffrey Burton
April 1, 2025
The Great 10-Year Compounders
John C. Galvin
March 27, 2025
Small-Cap Market Outlook
Small-Cap Market Outlook: March 25, 2025
March 25, 2025
Making The Cape For Small-Caps
March 20, 2025
Is There a Small Cap Analog in Europe’s Recent Rally?
March 18, 2025
Global Liquidity Starting to Swell Higher
March 14, 2025
Small-Cap Market Outlook: March 11, 2025
March 11, 2025
What’s Working
End of Trump Honeymoon, Small-cap Structural Disadvantage (and What’s Working)
March 4, 2025
