Royce Small-Cap Value Fund advanced 6.7% in 2025 vs. 12.6% gain for its benchmark, the Russell 2000 Value Index, for the same ...

The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not ...

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here. The fourth quarter was ...

The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of its net assets in U.S. equity securities with small and medium market capitalizations that the ...

Kotak Small Cap Fund. BS Web Team. 1 min read Last Updated : Mar 12 2026 \| 3:16 PM IST ...

Signia Capital Management, a boutique money management firm that focuses on Small-Micro Cap and Small Cap Value investing, released its fourth-quarter 2025 investor letter for “Signia Small Cap Value ...

AVDV’s $14.6B portfolio concentrates heavily in materials and energy across Australia, Canada and Japan. Top holdings include gold miners Perseus and B2Gold plus coal producer Whitehaven and energy ...

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund." In the quarter, the Fund returned 4.62%, ...

Signia Capital Management, a boutique money management firm that focuses on Small-Micro Cap and Small Cap Value investing, ...

Small-cap stocks are on a tear: The Morningstar US Small Cap Index is outperforming both the Morningstar US Large Cap Index and the broad-based Morningstar US Market Index by a healthy margin over the ...

While bigger funds may get the headlines, small-value funds have their own appeal. As Morningstar fund reporter Gabe Alpert explains, “The long-term outperformance of such stocks has been empirically ...

The Royce Small-Cap Special Equity Fund rose 3.3% in 2025 but trailed its benchmark. Read the full analysis for more details.