Investment Style

Bet on small caps

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

Investment Themes

The selection of companies below aims at building a portfolio invested in equities according to an "Offensive" investment strategy.

The size of the company, in the stock market sense of the term, refers to the market capitalization of the listed company, i.e. its market value. It is obtained by multiplying the total number of shares comprising the share capital by their price.

The size of a company is an investment factor, along with growth, value, volatility, quality or momentum. In investment terms, a factor is a characteristic that helps explain the long-term risk and return of an asset. Small-caps have historically demonstrated higher returns than the market over the long term - especially large-caps - but also have higher volatility.

Size is considered a pro-cyclical factor, meaning that it has tended to benefit from periods of economic expansion. Small caps tend to outperform in bull markets and underperform in bear markets.

The investment style list below is designed to identify small-caps with a market capitalization of less than $1 billion that have the best fundamentals in their respective markets.

Several geographic regions are proposed. The global list includes companies listed in the world's major financial centers. The other lists are regional: North America (United States, Canada), Europe, Asia (Japan, Australia, Singapore, Hong Kong), Emerging Markets, United Kingdom, France, Germany, Switzerland, Netherlands and Italy.

Our selection

Technology
Other IT Services & Consulting
258M -61.03%
Industrials
Diversified Industrial Goods Wholesale
477M -19.53%
Financials
Insurance Brokers
377M +2.05%
Technology
Other Internet Services
647M -9.34%
Consumer Cyclical
Other Casinos & Gaming
643M +50.06%
Energy
Oil Related Services
510M +64.03%
Technology
Integrated Hardware & Software
364M -6.67%
Technology
Other Integrated Telecommunications Services
642M +92.28%
Financials
Investment Management
782M +118.09%
Industrials
Other Aerospace & Defense
366M +73.59%
Industrials
Other Business Support Services
440M -2.55%
Energy
Other Oil & Gas Exploration and Production
932M +56.78%
Financials
Other Consumer Lending
633M -28.27%
Technology
Other Software
689M -1.77%
Energy
Other Oil & Gas Exploration and Production
51.19M +18.52%
Technology
Security Software
370M -23.33%
Technology
Social Media & Networking
870M +6.43%
Industrials
Deep Sea Freight
543M +41.06%
Technology
Other Software
586M -3.62%
Technology
Other Software
597M -4.52%
Energy
Other Oil Related Services and Equipment
861M +113.42%
Consumer Cyclical
Cafés
209M -58.02%
Technology
Other Internet Services
892M -7.48%
Technology
Other Software
84.77M +194.06%
Energy
Natural Gas Exploration & Production - Onshore
287M +48.78%
Industrials
Other Construction & Engineering
591M -36.56%
Energy
Stationary Fuel Cells
691M -8.86%
Healthcare
Specialty & Advanced Pharmaceuticals
745M +37.89%
Financials
Insurance Brokers
359M -46.32%
Consumer Cyclical
Other Advertising & Marketing
535M +46.94%
Industrials
Locomotive Engines & Rolling Stock
230M -35.95%
Energy
Other Oil & Gas Drilling
219M +53.51%
Energy
Other Oil & Gas Exploration and Production
360M +42.86%
Industrials
Freight Trucking
956M +38.26%
Industrials
Other Business Support Services
741M -31.89%
Industrials
Other Environmental Services & Equipment
331M +16.81%
Industrials
Transaction & Payment Services
732M +146.80%
Industrials
Deep Sea Freight
402M +105.85%
Technology
Other Software
773M +87.37%
Technology
Broadcasting Equipment
839M +10.62%
Energy
Other Renewable Fuels
493M +331.06%
Industrials
Aerospace & Defense Electronics
328M -2.46%
Utilities
Biomass & Waste to Energy Electric Utilities
322M +34.13%
Industrials
Other Business Support Services
406M +23.90%
Basic Materials
Other Precious Metals & Minerals
410M +22.81%
Real Estate
Retail REITs
343M +16.66%
Consumer Cyclical
Other Apparel & Accessories
797M -36.20%
Basic Materials
Gold Mining
672M +6.30%
Industrials
Other Construction & Engineering
371M -6.64%
Industrials
Other Marine Freight & Logistics
543M +24.42%
Industrials
Industrial Machinery
840M -35.66%
Energy
Oil Exploration & Production - Onshore
797M +57.54%
Energy
Other Oil & Gas Drilling
31.09M +84.00%
Energy
Other Oil & Gas Refining and Marketing
326M +294.11%
Healthcare
Alternative Medicine
50.5M +9.70%
Consumer Cyclical
Other Construction Supplies & Fixtures
845M +139.04%
Energy
Other Oil Related Services and Equipment
845M +22.44%
Industrials
Deep Sea Freight
149M +319.88%
Healthcare
Medical Farming
354M -21.23%
Financials
Other Banks
320M +15.65%
Basic Materials
Silver Mining
200M -15.74%
Real Estate
Other Commercial REITs
722M +47.55%
Consumer Cyclical
Sailing Yachts & Motorboats
525M -5.02%
Real Estate
Mortgage REITs
872M +32.74%
Financials
Private Equity
789M +15.21%
Industrials
Construction Machinery
976M -2.29%
Basic Materials
Gold Mining
517M +23.40%
Healthcare
Specialty & Advanced Pharmaceuticals
709M +28.49%
Financials
Other Consumer Lending
735M +2.97%
Technology
Other Software
410M +28.11%
Financials
Other Banks
886M +40.15%
Financials
Other Banks
307M +33.37%
Technology
Enterprise Software
661M -19.01%
Technology
Other Software
404M -24.13%
Energy
Other Oil Related Services and Equipment
987M +7.74%
Financials
Commercial Banks
423M +15.06%
Basic Materials
Other Gold
916M -12.26%
Financials
Other Banks
778M +9.36%
Financials
Other Banks
601M +24.27%
Consumer Non-Cyclical
Other Drug Retailers
59.34M +3.30%
Technology
Other Internet Services
162M +8.27%
Technology
Other Internet Services
631M -4.43%
Healthcare
Other Medical Equipment, Supplies & Distribution
248M +4.11%
Technology
Other IT Services & Consulting
665M -12.46%
Consumer Cyclical
Other Hotels, Motels & Cruise Lines
624M +18.30%
Financials
Other Banks
408M +51.56%
Consumer Cyclical
Leisure Products Wholesale
248M +26.02%
Financials
Other Banks
514M +43.82%
Technology
Internet Gaming
170M +41.00%
Real Estate
Other Commercial REITs
803M +16.46%
Consumer Cyclical
Furniture
233M +7.73%
Technology
Enterprise Software
306M -4.57%
Healthcare
Other Biotechnology & Medical Research
751M -39.06%
Healthcare
Other Biotechnology & Medical Research
208M -14.25%
Consumer Non-Cyclical
Cannabis Product Retailers
220M -5.45%
Energy
Other Oil & Gas Exploration and Production
839M +157.20%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
831M +18.48%
Healthcare
Other Advanced Medical Equipment & Technology
896M -34.79%

News of the components

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Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI