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Opus News & Insights

Review of U.S. Small Caps - August 2018

Tuesday, September 4, 2018

Onward and upward for the market, keeping with recent themes of favoring small caps, Growth, and Health Care. The impact of "Trade Wars" has slightly subsided, as the U.S. and Mexico agreed to a deal, potentially strong arming both China and Canada in the process. With this, all major indices continued to reach new all-time highs during August.
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Review of U.S. Small Caps - July 2018

Monday, August 6, 2018

Onward and upward for the market, as stocks rebounded off a weak end to the month of June. For the first time since February, U.S. large caps led U.S.small caps, returning 3.7%, outperforming the latter by 2.0%.
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Small Cap Value Plus turns 5

Friday, August 3, 2018

Small Cap Value plus strategy ranked in top percentile on 5th anniversary.
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