Aug 9, 20221 minBuyout Update. "Another One."In our previous blog posts, we talked about buyouts in the small cap space. This week, one of our holdings CyberOptics Corporation (CYBE)...
Jul 14, 20223 minWhy Small-Cap? Why GROW?It was the worst Q2 ever for the Russell 2000 and the worst first half since 1973. We would argue that this can be attributed to a...
Jul 7, 20222 minSmall and Micro-cap Securities versus Mega-caps.Capitalization in the U.S. equity markets has become extremely concentrated. Put simply, a small number of Mega-cap companies account for...
