Investment Style

Bet on small caps

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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

Industrials
Diversified Industrial Goods Wholesale
461M -21.20%
Technology
Enterprise Software
254M +5.48%
Technology
Other Software
785M -12.05%
Industrials
Locomotive Engines & Rolling Stock
259M -28.64%
Technology
Other Internet Services
382M +86.21%
Energy
Other Oil & Gas Exploration and Production
36.25M +7.41%
Technology
Application Software
848M -16.17%
Financials
Investment Management
578M +65.48%
Energy
Oil Exploration & Production - Offshore
862M +39.49%
Technology
Other Integrated Telecommunications Services
564M +75.11%
Basic Materials
Gold Mining
329M -34.85%
Energy
Oil Related Services
445M +49.40%
Technology
Other Software
591M -2.11%
Industrials
Other Business Support Services
318M -28.31%
Healthcare
Specialty & Advanced Pharmaceuticals
772M +45.76%
Consumer Cyclical
Digital Media Agencies
749M -15.16%
Technology
Other Internet Services
762M +8.80%
Technology
Other Software
694M +8.24%
Basic Materials
Gold Mining
500M -16.93%
Healthcare
Bio Therapeutic Drugs
885M +4.55%
Energy
Oil Exploration & Production - Onshore
453M +8.24%
Financials
Other Consumer Lending
617M -30.77%
Energy
Other Oil & Gas Exploration and Production
190M +38.45%
Industrials
Other Environmental Services & Equipment
294M +6.19%
Energy
Oil Related Services
859M +9.55%
Consumer Cyclical
Other Advertising & Marketing
553M +50.92%
Financials
Insurance Brokers
413M -39.47%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
431M -21.98%
Consumer Cyclical
Cafés
173M -63.91%
Technology
Integrated Hardware & Software
367M -3.73%
Financials
Insurance Brokers
332M -11.30%
Financials
Other Investment Management & Fund Operators
659M -35.89%
Industrials
Other Construction & Engineering
891M -4.05%
Energy
Other Oil & Gas Exploration and Production
45.15M +26.09%
Industrials
Other Construction & Engineering
551M +36.82%
Consumer Cyclical
Other Apparel & Accessories
919M -25.24%
Industrials
Other Aerospace & Defense
430M +107.79%
Technology
Other Software
197M -3.87%
Industrials
Other Marine Freight & Logistics
470M +4.36%
Energy
Other Oil & Gas Exploration and Production
314M +24.68%
Energy
Other Oil & Gas Exploration and Production
624M +55.94%
Technology
Security Software
427M -11.19%
Technology
Other Software
433M -18.18%
Energy
Natural Gas Exploration & Production - Onshore
243M +31.62%
Industrials
Deep Sea Freight
506M +31.34%
Utilities
Biomass & Waste to Energy Electric Utilities
235M -1.20%
Industrials
Deep Sea Freight
321M +60.56%
Technology
Other IT Services & Consulting
26.64M -41.79%
Technology
Social Media & Networking
953M +19.05%
Technology
Broadcasting Equipment
941M +26.45%
Energy
Stationary Fuel Cells
892M +18.86%
Energy
Other Oil & Gas Exploration and Production
669M +39.68%
Industrials
Transaction & Payment Services
486M +68.93%
Technology
Other Software
664M -36.52%
Energy
Other Oil & Gas Drilling
170M +24.25%
Healthcare
Bio Therapeutic Drugs
570M -18.84%
Basic Materials
Other Precious Metals & Minerals
307M -5.44%
Financials
Other Investment Management & Fund Operators
481M -11.86%
Industrials
Financial Information Providers
372M +102.58%
Energy
Other Renewable Fuels
370M +234.59%
Industrials
Other Business Support Services
422M +30.82%
Energy
Oil Exploration & Production - Onshore
669M +36.09%
Industrials
Other Business Support Services
531M -50.81%
Industrials
Aerospace & Defense Electronics
329M -3.01%
Healthcare
Other Advanced Medical Equipment & Technology
367M +52.27%
Energy
Sea-Borne Tankers
660M +52.79%
Financials
Other Consumer Lending
732M +4.73%
Financials
Other Banks
804M +64.88%
Healthcare
Other Pharmaceuticals
303M +11.29%
Technology
Other Software
208M -28.16%
Financials
Other Banks
601M +22.93%
Energy
Other Oil Related Services and Equipment
989M +11.45%
Energy
Other Oil Related Services and Equipment
706M +6.76%
Healthcare
Other Medical Equipment, Supplies & Distribution
294M -12.55%
Financials
Commercial Banks
729M +20.36%
Financials
Other Banks
304M +9.17%
Healthcare
Specialty & Advanced Pharmaceuticals
655M +18.10%
Financials
Private Equity
802M +20.26%
Healthcare
Bio Therapeutic Drugs
316M -0.37%
Financials
Other Banks
797M +25.95%
Technology
Enterprise Software
626M -20.48%
Energy
Other Oil Related Services and Equipment
615M +58.12%
Consumer Cyclical
Copyright Management
553M +22.04%
Technology
Other Software
399M -23.61%
Healthcare
Other Biotechnology & Medical Research
348M +10.91%
Technology
Other Internet Services
630M -7.62%
Real Estate
Industrial REITs
419M +3.42%
Technology
Other IT Services & Consulting
125M +140.97%
Technology
Other Software
82.62M -38.92%
Technology
Other Software
394M +21.98%
Technology
Security Software
574M +20.64%
Energy
Integrated Oil & Gas
523M +29.96%
Healthcare
Other Medical Equipment, Supplies & Distribution
221M -10.04%
Real Estate
Mortgage REITs
822M +25.34%
Financials
Other Banks
283M +12.36%
Technology
Mobile Application Software
879M +84.45%
Financials
Retail & Mortgage Banks
740M +10.33%
Consumer Cyclical
Lottery Operators
332M -11.11%
Healthcare
Other Biotechnology & Medical Research
318M -28.12%
Healthcare
Medical Equipment
623M -4.76%

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Ratings chart - Surperformance

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