Investment Style

Bet on small caps

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

The selection of companies below aims at building a portfolio invested in equities according to an "Offensive" investment strategy.

The size of the company, in the stock market sense of the term, refers to the market capitalization of the listed company, i.e. its market value. It is obtained by multiplying the total number of shares comprising the share capital by their price.

The size of a company is an investment factor, along with growth, value, volatility, quality or momentum. In investment terms, a factor is a characteristic that helps explain the long-term risk and return of an asset. Small-caps have historically demonstrated higher returns than the market over the long term - especially large-caps - but also have higher volatility.

Size is considered a pro-cyclical factor, meaning that it has tended to benefit from periods of economic expansion. Small caps tend to outperform in bull markets and underperform in bear markets.

The investment style list below is designed to identify small-caps with a market capitalization of less than $1 billion that have the best fundamentals in their respective markets.

Several geographic regions are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, United Kingdom, France, Germany, Switzerland, Netherlands and Italy.

Our selection

Technology
Other Internet Services
874M +20.86%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
931M +71.69%
Technology
Other Software
205M -28.98%
Technology
Other Internet Services
869M -33.85%
Healthcare
Bio Therapeutic Drugs
425M +9.06%
Energy
Oil Exploration & Production - Offshore
609M +8.40%
Financials
Other Consumer Lending
729M +8.43%
Industrials
Deep Sea Freight
928M +19.33%
Basic Materials
Gold Mining
359M +97.66%
Technology
Integrated Hardware & Software
185M -26.32%
Technology
Security Software
585M -17.48%
Industrials
Other Heavy Electrical Equipment
990M -10.78%
Technology
Other Integrated Telecommunications Services
338M -12.66%
Financials
Other Consumer Lending
797M -19.55%
Basic Materials
Integrated Mining
257M +68.55%
Energy
Oil Exploration & Production - Onshore
298M -
Healthcare
Veterinary Drugs
968M +13.71%
Basic Materials
Other Construction Materials
133M -16.87%
Consumer Cyclical
Beauty Supply Shop
517M -32.32%
Energy
Other Oil & Gas Exploration and Production
391M +36.14%
Energy
Other Oil & Gas Transportation Services
244M +16.64%
Basic Materials
Copper Ore Mining
999M +14.03%
Technology
Cloud Computing Services
274M -16.94%
Technology
Other Software
766M -5.44%
Basic Materials
Gold Mining
373M +140.62%
Financials
Insurance Brokers
525M +14.45%
Healthcare
Specialty & Advanced Pharmaceuticals
923M +68.02%
Financials
Other Property & Casualty Insurance
717M +6.50%
Financials
Insurance Brokers
503M +17.80%
Industrials
Deep Sea Freight
314M +23.70%
Industrials
Arms & Ammunitions Manufacturing
688M +5.28%
Healthcare
Other Advanced Medical Equipment & Technology
839M -20.48%
Consumer Cyclical
Internet & Mail Order Department Stores
926M -4.95%
Technology
Other Internet Services
594M -5.85%
Consumer Cyclical
Digital Media Agencies
414M -17.33%
Utilities
Natural Gas Distribution
939M -3.01%
Consumer Cyclical
Other Advertising & Marketing
69.88M -1.06%
Consumer Cyclical
Optical Goods Stores
308M +56.58%
Technology
Other IT Services & Consulting
174M +62.16%
Basic Materials
Other Specialty Chemicals
565M +18.02%
Consumer Cyclical
Other Construction Supplies & Fixtures
680M +29.62%
Industrials
Education & Training Information Providers
125M -35.92%
Real Estate
Other Commercial REITs
359M +15.48%
Consumer Cyclical
Other Construction Supplies & Fixtures
833M -24.83%
Healthcare
Specialty & Advanced Pharmaceuticals
494M +8.39%
Industrials
Transaction & Payment Services
295M +80.46%
Healthcare
Other Pharmaceuticals
890M -12.65%
Consumer Cyclical
Furniture
263M -23.46%
Financials
Other Banks
521M +10.39%
Energy
Other Oil & Gas Exploration and Production
203M -3.66%
Healthcare
Medical Equipment
698M +16.90%
Real Estate
Mortgage REITs
603M +10.23%
Financials
Other Banks
652M -9.76%
Consumer Cyclical
Quick Service Restaurants
723M +20.00%
Technology
Scientific & Precision Equipment
118M -12.99%
Financials
Commercial Banks
249M -11.19%
Real Estate
Mortgage REITs
853M -9.51%
Financials
Other Banks
566M -12.00%
Industrials
Other Environmental Services & Equipment
7.72M -3.75%
Financials
Commercial Banks
439M +0.41%
Technology
Enterprise Software
916M -15.80%
Healthcare
Bio Therapeutic Drugs
81.49M -52.63%
Energy
Other Oil & Gas Exploration and Production
173M -16.36%
Energy
Other Oil Related Services and Equipment
718M -7.57%
Industrials
Other Airlines
569M -26.61%
Healthcare
Bio Therapeutic Drugs
506M -32.84%
Basic Materials
Other Specialty Mining & Metals
639M +247.25%
Technology
Other Software
574M -25.84%
Energy
Oil Exploration & Production - Onshore
278M -8.57%
Consumer Cyclical
Other Advertising & Marketing
615M -3.00%
Consumer Cyclical
Sporting & Outdoor Goods
687M -15.23%
Consumer Cyclical
Other Construction Supplies & Fixtures
539M -5.70%
Financials
Other Banks
538M +2.03%
Financials
Other Banks
432M +3.67%
Energy
Other Oil & Gas Exploration and Production
880M -9.14%
Technology
Other IT Services & Consulting
973M -48.25%
Technology
Financial Technology (Fintech) (NEC)
805M +15.56%
Financials
Other Banks
280M -2.37%
Financials
Commercial Banks
480M -3.10%
Technology
Other Software
822M -24.47%
Financials
Other Banks
683M -3.47%
Financials
Other Banks
174M -5.83%
Basic Materials
Other Mining Support Services & Equipment
536M +9.62%
Financials
Other Banks
644M -9.37%
Technology
Blockchain & Cryptocurrency (NEC)
169M +18.64%
Financials
Commercial Banks
717M +12.33%
Technology
Financial Technology (Fintech) (NEC)
866M -7.95%
Basic Materials
Iron, Steel Mills & Foundries
601M +1.27%
Basic Materials
Wood Products
43.52M -36.09%
Healthcare
Other Healthcare Facilities & Services
633M +259.39%
Healthcare
Other Pharmaceuticals
338M +12.54%
Technology
Other Internet Services
647M -39.51%
Financials
Other Banks
468M -17.07%
Energy
Stationary Fuel Cells
454M -12.97%
Energy
Other Oil & Gas Exploration and Production
466M +29.63%
Financials
Other Corporate Financial Services
273M -18.72%
Healthcare
Medical Prosthetics
482M +15.03%
Energy
Integrated Oil & Gas
632M +20.92%
Healthcare
Other Medical Equipment, Supplies & Distribution
571M -52.69%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
340M +112.00%

News of the components

░░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░░░░░░░░ ░░░░░░░░░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░
░ ░░░░░ ░░░░░ ░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░░ ░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░ ░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░ ░░░ ░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░
░░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░░ ░░░ ░░ ░░░░ ░░
░ ░░░░░░░░ ░░░░░ ░ ░░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░░░░ ░░░░░ ░░░░░░ ░░ ░░ ░░░ ░░ ░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░ ░░░░ ░░
░░░ ░░ ░░░ ░░ ░░░░ ░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░ ░ ░░░░░ ░░░ ░░░░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░ ░░ ░░░░░░░░░░░ ░░░░ ░ ░░░░░░ ░░░░ ░░
░ ░░░░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░ ░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░
░░░░░ ░░░░░░░░ ░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░░ ░░░ ░░░░░░ ░░░░ ░░
░ ░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░
░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░ ░░░░░░░ ░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░
░░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░░ ░ ░░░ ░░░░░░░░ ░░░░ ░░

Heatmap

Calendar of the components

░░░░░ ░░░░░░░░░ ░ ░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░ ░░░░
░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░░░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░ ░░░░
░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI