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FPA Queens Road Small Cap Value Fund released its Q2 2026 letter, highlighting outperformance in small-cap tech. The fund trimmed its stake in Nvidia optical partner Fabrinet due to stretched valuati…
Top 10 mega-cap tech stocks now comprise roughly 38% of the S&P 500, prompting concerns over index concentration risk. Equal-weight, mid-cap, and small-cap value strategies offer viable alternatives …
The S&P 500 is having a strong year, but the Russell 2000 ETF (IWM) is outperforming it significantly. Investors are rotating towards smaller, more diversified, and reasonably valued companies, movin…
Concerns over AI spending returns and stretched valuations are driving a rotation from Big Tech ('Magnificent Seven') into small-cap value stocks. While not a confirmed lasting shift, the Vanguard Sm…
Vanguard's outlook favors value and small-cap stocks over AI-driven growth stocks, citing stretched valuations. Ten-year forecasts show value stocks outperforming growth stocks, suggesting a rotation…
Vanguard research suggests AI isn't causing widespread job losses, likening it to ATMs rather than mobile banking. Analysis favors small-cap value and international developed-market stocks over conce…
New data shows AI is boosting profit margins across a broad range of S&P 500 companies, not just tech giants, suggesting widespread economic benefits and supporting diversified index investing strate…
Gator Capital Management's Q2 2026 letter highlights Navient (NAVI) as undervalued, trading at 40% of tangible book value, with a bullish thesis on renewed growth in private student lending.
Bridgeway Capital's Elena Khoziaeva highlights extreme valuation gap between small-cap value (P/E 14-15) and large-cap growth (P/E 30s), suggesting a potential rotation opportunity as Q1 2026 already…
Article urges investors to diversify beyond S&P 500 mega-cap concentration, highlighting Vanguard ETFs (VBR, VNQ, VWOB) as value, income and international alternatives to AI-heavy index exposure.
Article highlights alternatives to S&P 500 ETFs, citing tech concentration risks. Recommends diversified funds (VTI, VUG, VIOO, VXUS) for long-term growth, small-cap value, and international exposure…