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Conestoga Capital Advisors, an asset management company, released its “Small Cap Strategy” second-quarter 2023 investor letter. A copy of the same can be downloaded here. The Small Cap Composite rose 4.93% net-of-fees in the second quarter, compared to the Russell 2000 Growth Index’s 7.05% return. The key source of underperformance was poor stock selection, with allocation effects […]
For Tata Largecap fund, an overweight exposure to financial services and capital goods contributed to the outperformance, says Chandraprakash Padiyar, senior fund manager - equity at the fund house.
Information Coefficient as a Performance Measure of Stock Selection Models The Information Coefficient (IC) is a commonly used metric to assess the skills of…
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.
Madison Investments, an investment advisor, released its “Madison Sustainable Equity Fund” first quarter 2023 investor letter. A copy of the same can be downloaded here.