[With interest rate cuts now a reality and expected to continue to trend lower, it may be time to explore traditional thinking on the topic of small-cap stocks, the effects of rate cuts and their ...

As we begin 2026, we can look to implied dispersion to understand the potential for future opportunities for stock selection.

We aim to hold both high quality mid cap companies trading at bargains and deeply discounted businesses with a self-help catalyst. D.R. Horton's self-help strategy reduced the capital commitment to ...