🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Roth MKM sees opportunities in small-cap stocks

Published 03/07/2023, 16:44
© Reuters.

Roth MKM analysts told investors in a note Monday that the firm sees opportunities in small-cap companies.

"It is great to be average in small caps," declared O'Hara, adding that he believes investors "should not ignore the opportunities" in the bracket.

"The S&P 500 ended the week and the month with all sectors in the green. This was needed for breadth expansion. History shows years that have strong first halves typically see upside momentum continue in the second half. The one knock on the market is the underperformance of small caps, specifically the Russell 2000," the analysts wrote.

"While the index has dramatically underperformed the S&P 500, we have found the “average” stock is doing just fine and is faring better than the average S&P 500 stock year to date."

The analysts clarified that the firm's call is not to completely abandon large-cap technology and fully rotate into the small-cap space. However, they find "compelling evidence of a catch-up trade from small cap technology after losing ground to its large cap counterpart for years."

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.