Accessing the Small Cap Market

The US Advantage

  • Rockefeller Asset Management

After a prolonged period of small cap underperformance relative to large caps, there are early indications that a leadership shift is occurring that potentially has several years to run, and as a result we believe now is an opportune time for investors to allocate capital to smaller companies. However, global investors are faced with a variety of choices when it comes to small cap equity investments and careful consideration must be given to several factors in order to make an informed choice. For investors looking to increase their small cap exposure in the year ahead, our research supports our belief that a US-centric approach offers several compelling advantages relative to a global approach.