Small cap stocks confront growing quality issues
70% of Russell 2000 companies that have IPO’d since 2020 have negative earnings, highlighting the challenges facing public small cap markets.
The exit advantage of middle market private equity
While higher interest rates have challenged the private equity exit environment, middle market investors have experienced much less disruption.
Middle market private equity: Growth at a reasonable price
Private middle market companies offer attractive growth at cheaper valuations than either large/mega-cap private firms or public equities.
Middle market optimism reaches new heights
Middle market business leaders’ economic optimism reached an all-time high in Q4 2024, even as potential uncertainty edged up.
U.S. middle market shows notably strong top-line growth
Private middle market firms continue to power the U.S. economy, driving higher revenue growth than that of small and large cap firms.
As small caps return to favor, quality remains a concern
Markets have turned risk-on since the election, as investors again embrace small caps. But 43% of Russell 2000 companies generate negative earnings.
