Over the past 20 years, the Cambridge Associates Private Equity Index has beaten public equity benchmarks by a wide margin. But, as the saying goes, past performance is no guarantee of future returns.

Discover why portfolio manager Darnel Bentz believes small- and mid-cap investing doesn’t have to be a wild ride. Learn how a ...

A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Small-cap stocks are having a moment. After years of being the market's forgotten children, small-cap stocks are back in the spotlight in 2025. But are they catching up to their older, richer S&P 500 ...

While IWM (Russell 2000) and SCHA (DJ US Small Cap) have led in the risk/return space, there may be a benefit to the S&P 600 (IJR) given the profitability hurdle (and expense ratio). This could come ...

Lee Financial added 55,677 shares of IJT; estimated trade size was $7.86 million based on quarterly average prices. Quarter-end value of the new IJT position was $7.86 million, reflecting the initial ...