EAM Investors, LLC

Pleased to be featured in InvestorDaily for our work on Momentum and Quality and the role each factor plays in a diversified portfolio. Click below to read the article or head to the Momentum Library on our website to learn more. https://lnkd.in/gbYgtxsE

Travis Prentice, Portfolio Manager of the EAM Investors, LLC Global Small Companies Fund, joined ausbiz yesterday, where he discussed how small caps are making a comeback, with a particular focus on India's demographic shifts and opportunities in the US and Korea. Did you miss it? The full interview video is available on AusBiz's website. Link in the comments below. ???? #SGHiscock #AusBiz #EAMInvestors #Investing #FundManagement #Marketanalysis #SmallCaps

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He’s back! ?? We’re excited to welcome Travis Prentice, Portfolio Manager for the EAM Global Small Companies Fund, back to Australia! Next week, Travis will be meeting advisors and presenting in Sydney and Melbourne. This time, he’ll dive deep into Navigating Global Small Caps: The Power of Adaptability. Expect insights into how EAM Investors, LLC’s proprietary methodology, Informed Momentum??, delivers alpha—and why we’re seeing a radical rotation into global small caps right now. ???? Want a front-row seat to these insights? Reach out to our friendly BDM team to join us at future events. More details in the comments below. ???? ? #SGHiscock #EAMInvestors #SmallCaps #Investing #FundManagement #FinancialAdviser

Want exclusive access to expert takeaways on global small-cap investing? ?? Join Travis Prentice, Portfolio Manager of EAM Global Small Companies Fund, as he shares insights into their proprietary EAM Investors, LLC Informed Momentum?? investment methodology. Get your questions answered in our interactive Q&A session moderated by SGH's Rebecca Collins, and earn CPD points. ??26 September 2024 | ?11:00 AM AEST Register today and secure your spot! (Link in comments. ????) #SGHiscock #EAMInvestors #investing #webinar #smallcaps #financialmarkets #portfoliomanagement #investment

Momentum is the best performing style exposure in almost every equity market segment over time. However, many investors choose to maintain a balanced portfolio of complementary exposures to help optimize outcomes. The tricky part is getting the right mix – especially since it can vary significantly by market. Our latest research piece looks at some of the most prominent style exposures – value, growth, quality and momentum – to determine what is the optimal mix of each to maximize information ratios in different equity market segments. https://lnkd.in/gHcsFDar

What is the relationship between momentum and quality? The answer is it varies by equity market segment and also has changed in recent years. Learn how in our latest Momentum Library paper which looks deeper at the momentum and quality factors across different global equity markets. We also share insight on what is an ‘optimal’ mix of momentum, quality, value, and growth within each market. https://lnkd.in/gHcsFDar

Rebecca Collins from SG Hiscock & Company does part 2 of her interview here of Travis Prentice, covering EAM Investors, LLC's investment process, where our team is seeing momentum today (from an industry & country perspective), along with discussion on how we think about turnover and risk management. Check it out below:

Historic move in small cap the last several days. In the last 4 trading sessions, the Russell 2000 Index is up over 10% and the Russell Microcap Index is up over 13%, while the S&P 500 is close to flat. A cooler than expected CPI report showed prices fell in June for the first time since the start of the pandemic (negative 0.1% m/m), leading to expectations that the Fed will cut interest rates in September. Smaller market caps, disproportionately hampered by higher interest rates, were the immediate beneficiaries. According to @CarsonGroupLLC, the Russell 2000 Index has had four straight days of >1% gains only 13 other times in its history since 1979. Notably, in 11 of those times, the index was higher one year later with an average gain of over 25%.

Emerging markets have significantly lagged among global equities in the last several years. Since the start of the recovery post-Covid (April 2020 – June 2024), the headline MSCI EM Index has returned 8.7% annualized while its developed markets counterpart, the MSCI World Index, is up an impressive 18.1% annualized. At the same time, emerging markets small cap has been one of the best performing asset classes globally and has outperformed with comparable volatility to developed markets. Despite its differentiated risk/return profile, diversification potential, and active management success, emerging markets small cap is often an overlooked corner of the market. In our recent Insights piece, we shine light on three key reasons to consider an allocation to emerging markets small cap to offset unintended risks and improve outcomes in a global portfolio. https://lnkd.in/gY8Jsiad