February 1, 2023

Small Cap Value Emerging from the Desert: The Case for the Next Decade

Small cap companies appear positioned for a secular bull market for the first time in over a decade—particularly those levered to capital cycles. We make the case for the next decade.

2022 set records for all the wrong reasons, and small cap stocks weren’t spared as the Russell 2000 posted its third worst calendar year on record. Investors wrestled with the secular shifts underway in financial markets, economic trends, geopolitical unrest, and global monetary policy—a list which remains daunting to reconcile in 2023.

What is becoming more evident is that for the first time in over a decade, small cap companies, particularly those levered to capital cycles, appear positioned for a secular bull market.

Read our case for the next decade (PDF)

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All opinions expressed in video and thought leadership content constitute Barrow Hanley’s opinion at the time of issuance. The information provided is for informational purposes only and is not intended to be an offer, solicitation, or recommendation with respect to the purchase or sale of any security, nor a recommendation of services supplied by any money management organization. Past performance is not indicative of future results.

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