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
Integrated Hardware & Software
327M -13.92%
Technology
Other Internet Services
681M -2.90%
Consumer Cyclical
Other Casinos & Gaming
634M +47.91%
Energy
Oil Related Services
502M +65.47%
Technology
Application Software
945M -7.63%
Industrials
Diversified Industrial Goods Wholesale
470M -20.92%
Financials
Investment Management
711M +101.41%
Industrials
Other Aerospace & Defense
365M +76.54%
Technology
Other Software
648M -4.75%
Consumer Cyclical
Cafés
203M -58.88%
Energy
Other Oil & Gas Exploration and Production
828M +41.82%
Technology
Other IT Services & Consulting
294M -55.22%
Energy
Other Oil & Gas Exploration and Production
50.2M +11.11%
Financials
Insurance Brokers
401M +7.06%
Technology
Other Software
82.79M +189.01%
Technology
Other Software
599M -3.59%
Technology
Security Software
373M -22.08%
Technology
Social Media & Networking
925M +10.71%
Technology
Other Software
583M -3.77%
Technology
Other Integrated Telecommunications Services
566M +72.93%
Financials
Other Consumer Lending
647M -27.01%
Industrials
Other Business Support Services
437M -2.78%
Industrials
Other Environmental Services & Equipment
313M +11.50%
Energy
Natural Gas Exploration & Production - Onshore
264M +41.92%
Technology
Other Internet Services
946M -1.59%
Healthcare
Specialty & Advanced Pharmaceuticals
715M +31.92%
Energy
Stationary Fuel Cells
699M -10.29%
Industrials
Other Construction & Engineering
500M -46.62%
Consumer Cyclical
Other Advertising & Marketing
567M +55.50%
Financials
Insurance Brokers
357M -47.59%
Industrials
Locomotive Engines & Rolling Stock
238M -34.24%
Energy
Other Oil & Gas Exploration and Production
339M +33.77%
Technology
Other IT Services & Consulting
27.4M -41.04%
Industrials
Freight Trucking
950M +36.32%
Industrials
Other Business Support Services
730M -34.18%
Industrials
Transaction & Payment Services
798M +162.04%
Energy
Other Oil & Gas Drilling
195M +40.48%
Energy
Other Oil Related Services and Equipment
801M +104.63%
Technology
Other Software
754M +83.99%
Industrials
Deep Sea Freight
390M +87.32%
Energy
Other Renewable Fuels
503M +338.59%
Consumer Cyclical
Other Apparel & Accessories
802M -35.36%
Technology
Broadcasting Equipment
858M +12.72%
Industrials
Aerospace & Defense Electronics
384M +13.67%
Utilities
Biomass & Waste to Energy Electric Utilities
261M +6.59%
Healthcare
Specialty & Advanced Pharmaceuticals
725M +27.45%
Real Estate
Other Commercial REITs
708M +45.79%
Basic Materials
Gold Mining
660M +4.72%
Basic Materials
Other Precious Metals & Minerals
405M +21.90%
Real Estate
Retail REITs
347M +17.22%
Industrials
Other Marine Freight & Logistics
549M +15.41%
Technology
Other Software
442M -9.09%
Energy
Oil Exploration & Production - Onshore
784M +59.28%
Energy
Other Oil & Gas Refining and Marketing
322M +293.54%
Energy
Other Oil Related Services and Equipment
752M +11.59%
Industrials
Deep Sea Freight
154M +302.07%
Healthcare
Medical Farming
352M -22.05%
Industrials
Industrial Machinery
836M -36.77%
Financials
Other Banks
320M +13.42%
Industrials
Other Business Support Services
428M +30.76%
Real Estate
Mortgage REITs
884M +33.01%
Financials
Private Equity
803M +17.74%
Healthcare
Other Advanced Medical Equipment & Technology
326M +15.58%
Technology
Other Software
377M +17.66%
Energy
Sea-Borne Tankers
735M +62.42%
Financials
Other Consumer Lending
708M -0.80%
Financials
Other Banks
771M +9.48%
Financials
Other Banks
869M +39.16%
Financials
Other Banks
302M +30.28%
Technology
Enterprise Software
673M -16.06%
Healthcare
Bio Therapeutic Drugs
407M +21.67%
Industrials
Diversified Industrial Goods Wholesale
165M +5.83%
Technology
Other Software
392M -27.54%
Energy
Other Oil Related Services and Equipment
909M +1.85%
Healthcare
Other Biotechnology & Medical Research
376M +16.00%
Financials
Commercial Banks
417M +13.72%
Healthcare
Alternative Medicine
52.11M +13.64%
Financials
Other Banks
589M +21.28%
Consumer Non-Cyclical
Other Drug Retailers
61.63M +7.69%
Basic Materials
Other Gold
970M -7.10%
Technology
Other Internet Services
661M -0.12%
Technology
Other IT Services & Consulting
638M -15.34%
Consumer Cyclical
Other Construction Supplies & Fixtures
791M +121.55%
Healthcare
Other Medical Equipment, Supplies & Distribution
254M +3.66%
Industrials
Other Business Support Services
644M +42.67%
Energy
Other Oil & Gas Drilling
32.35M +88.00%
Consumer Cyclical
Other Hotels, Motels & Cruise Lines
608M +17.18%
Technology
Internet Gaming
175M +43.61%
Basic Materials
Silver Mining
201M -8.33%
Consumer Cyclical
Leisure Products Wholesale
256M +28.65%
Financials
Other Banks
511M +43.95%
Technology
Other Software
712M -31.86%
Real Estate
Other Commercial REITs
823M +18.09%
Consumer Cyclical
Furniture
233M +7.25%
Financials
Retail & Mortgage Banks
815M +13.71%
Technology
Other Software
222M -24.52%
Services académiques et éducatifs
Miscellaneous Educational Service Providers
846M +21.27%
Healthcare
Other Advanced Medical Equipment & Technology
870M -37.23%
Healthcare
Other Biotechnology & Medical Research
214M -11.96%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI