Value style shines in US small caps sector

clock •

value-oriented portfolios tended to outperform their aggressive peers over the past five years in the us smaller companies sector

Funds that performed well in the US Smaller Companies sector over the past five years used a value style approach. Aggressive strategies that invested in companies with smaller market capitalisation did not prove to be successful over the long term. Rather companies that had quality earnings and were on the larger market capitalisation end of the small companies sector were the top performers. The Parvest US Small Cap fund has performed very well over a five-year period, achieving second place among its peers, although not without a fairly volatile ride up and down the percentile ranki...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on uncategorised

PA Awards 2027: Submit your entries by Friday

PA Awards 2027: Submit your entries by Friday

The 22nd Professional Adviser Awards will take place in London next March

Professional Adviser
clock 16 September 2026 • 1 min read
Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Multi-Asset and MPS Roadshow: Last chance to join PA in Harrogate or Warrington

Hear from Aberdeen, Aviva Investors, Clever, Downing, Fidelity, Quilter Cheviot, Rathbones

Professional Adviser
clock 08 September 2026 • 1 min read
Two including former police officer charged in connection with £720,000 investment fraud

Two including former police officer charged in connection with £720,000 investment fraud

Due to appear at Westminster Magistrates’ Court

Sophia Panayi
clock 04 June 2026 • 1 min read