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

In this post:
Executive Summary
Why Barrow Hanley small cap value?
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.
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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214.665.1900
contactus@barrowhanley.com
Barrow Hanley Global Investors
2200 Ross Avenue
31st Floor Dallas, TX 75201
www.barrowhanley.com
Why Barrow Hanley small cap value?
Looking for a sign that value is back? Look no further than rising interest rates and elevated inflation focusing investors on the value comeback underway.
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)