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 Internet Services
538M -46.33%
Financials
Other Consumer Lending
704M -32.32%
Financials
Insurance Brokers
651M -6.84%
Technology
E-commerce & Auction Services
533M -30.16%
Technology
Application Software
651M -48.28%
Technology
Other Internet Services
612M -26.51%
Technology
Other Software
754M -29.91%
Technology
Other Integrated Telecommunications Services
310M -3.07%
Consumer Cyclical
Other Advertising & Marketing
973M -11.64%
Financials
Other Investment Management & Fund Operators
792M +19.52%
Technology
Broadcasting Equipment
824M +7.01%
Financials
Wealth Management
873M +10.93%
Technology
Enterprise Software
715M -13.36%
Consumer Cyclical
Other Broadcasting
843M +17.45%
Industrials
Other Business Support Services
922M -17.30%
Technology
Integrated Hardware & Software
332M -14.90%
Industrials
Deep Sea Freight
403M +1.76%
Healthcare
Other Pharmaceuticals
815M -8.11%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
377M +14.51%
Healthcare
Other Advanced Medical Equipment & Technology
902M -2.65%
Technology
Other Software
431M -39.04%
Basic Materials
Gold Mining
775M +14.17%
Technology
Other Software
883M -36.74%
Healthcare
Telemedicine Services
654M +4.13%
Financials
Insurance Brokers
305M -29.16%
Technology
Memory Chips (RAM)
995M -4.35%
Energy
Stationary Fuel Cells
648M -19.43%
Real Estate
Other Real Estate Development & Operations
837M +10.91%
Technology
Other IT Services & Consulting
551M -26.91%
Technology
Cloud Computing Services
231M -14.59%
Healthcare
Specialty & Advanced Pharmaceuticals
477M -6.25%
Basic Materials
Gold Mining
587M +5.85%
Consumer Non-Cyclical
Cannabis Product Retailers
204M -13.62%
Industrials
Batteries & Uninterruptable Power Supplies
631M -15.93%
Technology
Other Software
980M -27.55%
Industrials
Other Marine Freight & Logistics
585M +22.82%
Technology
Other Electronic Equipment & Parts
350M -21.04%
Healthcare
Medical Software & Technology Services
271M -14.59%
Technology
Other Internet Services
157M -1.13%
Industrials
Other Construction & Engineering
570M +36.62%
Technology
Other Internet Services
436M -42.32%
Industrials
Testing & Measuring Equipment
617M +21.25%
Technology
Other Software
468M -25.69%
Financials
Other Consumer Lending
576M -27.44%
Industrials
Deep Sea Freight
245M +23.19%
Real Estate
Other Commercial REITs
495M +16.98%
Financials
Other Banks
872M +12.76%
Healthcare
Medical Equipment
661M -24.04%
Healthcare
Other Healthcare Facilities & Services
728M -37.43%
Technology
Security Software
418M -15.89%
Basic Materials
Iron, Steel Mills & Foundries
896M +20.63%
Technology
E-commerce & Auction Services
643M +16.87%
Financials
Other Banks
860M +13.00%
Industrials
Transaction & Payment Services
187M -35.53%
Financials
Commercial Banks
580M +9.47%
Financials
Commercial Banks
883M +4.30%
Financials
Commercial Banks
543M +4.27%
Financials
Other Banks
371M +5.67%
Financials
Other Banks
534M +9.41%
Consumer Cyclical
Other Casinos & Gaming
419M +0.70%
Technology
Other Software
431M -21.17%
Technology
Other Software
541M -16.40%
Financials
Other Banks
769M +7.48%
Financials
Other Banks
239M -2.56%
Technology
Cryptocurrency Mining
573M -10.05%
Healthcare
Other Pharmaceuticals
634M -20.10%
Financials
Commercial Banks
691M +8.69%
Technology
Other Wireless Telecommunications Services
556M +34.08%
Industrials
Industrial Machinery
818M +13.94%
Technology
Other Internet Services
662M -21.03%
Technology
Integrated Hardware & Software
178M +67.56%
Energy
Oil Exploration & Production - Onshore
263M +7.06%
Basic Materials
Other Steel
723M +18.66%
Technology
Other Communications & Networking
70.51M -11.37%
Energy
Oil Related Services
661M +16.17%
Basic Materials
Other Specialty Chemicals
518M -3.48%
Consumer Cyclical
Lottery Operators
388M -0.82%
Healthcare
Biopharmaceuticals
114M -4.64%
Financials
Other Banks
377M +11.12%
Financials
Other Banks
712M +12.35%
Industrials
Other Business Support Services
331M -2.28%
Healthcare
Bio Therapeutic Drugs
55.18M -6.57%
Financials
Other Banks
325M +5.73%
Financials
Other Banks
840M +14.36%
Consumer Cyclical
Copyright Management
510M +9.14%
Technology
Enterprise Software
289M -18.70%
Financials
Private Equity
745M +7.77%
Financials
Other Banks
375M +7.99%
Healthcare
Bio Therapeutic Drugs
318M -2.59%
Real Estate
Other Commercial REITs
264M +5.18%
Utilities
Power Charging Stations
411M +0.34%
Healthcare
Other Biotechnology & Medical Research
409M -19.97%
Healthcare
Other Pharmaceuticals
65.12M -20.13%
Healthcare
Other Advanced Medical Equipment & Technology
209M -19.95%
Healthcare
Medical Equipment
617M -8.76%
Services académiques et éducatifs
School, College & University (NEC)
987M -9.14%
Healthcare
Other Pharmaceuticals
935M -17.12%
Technology
Security & Surveillance
396M -4.50%
Services académiques et éducatifs
Professional & Business Education
852M +13.04%
Industrials
Aerospace & Defense Electronics
337M +9.66%

News of the components

░░░░ ░ ░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░ ░ ░░░░░░░░
░░░░ ░░░░░
░░░░ ░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░ ░░░ ░░░ ░░░░░ ░░ ░░░░░░ ░░ ░░░ ░░░░░░░░░ ░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░ ░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░░░░░ ░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░ ░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░ ░░░ ░░ ░░░ ░░ ░░░ ░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░░░░░ ░░ ░░░░░ ░░ ░░░░ ░░░░ ░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░ ░░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI