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Tag Archives: S&P 600

Jan 19, 2024

Examining Cash Flow in Small-Cap U.S. Equities

How does screening the S&P 600 for the top 100 companies based on free cash flow yield influence performance? S&P DJI’s Michael Mell takes a custom look at the Pacer US Small Cap Cash Cows Index with Sean O’Hara, President of Pacer ETFs and Cameron Dawson, Chief Investment Officer at NewEdge Wealth.

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Dec 6, 2023

Who’s Naughty and Nice

At this time of year, my 9 year old excitedly polishes his boots so that, according to Hungarian tradition, Santa can fill them with sweets and toys during the night between December 5 and 6 (yes, he does arrive a few weeks early in Central Europe). Just like in years past, I am sure he…

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Jun 5, 2023

Connecting the S&P/ASX 200 to U.S. Equity Icons

Many market participants have a “home bias,” typically having larger exposures to domestic securities than would be determined by their representation in the global opportunity set. Australia is no exception: compared to Australia’s 2% weight in the S&P Global BMI, Australian investors allocated an estimated 49% of their total equity allocation to domestic stocks at…

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Apr 12, 2023

SPIVA and the Challenges of Active Outperformance

What are the three main reasons it’s hard for most active managers to beat their benchmarks? Explore findings from the SPIVA and Persistence Scorecards with S&P DJI’s Craig Lazzara including an allegorical look at what might happen if Craig challenged Michael Jordan to a free-throw shooting contest.

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Nov 10, 2022

Examining Equal Weight

In this tumultuous market characterized by Fed rate hikes, elevated inflation and a strong dollar, mega-cap growth companies have suffered heavy losses, paced by recent “Big Tech” earnings disappointments from Meta, Microsoft, Alphabet, Amazon and others. The S&P 500® Top 50 declined by 19% over the past 12 months, underperforming the S&P 500 by 5%….

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Oct 28, 2022

Why Core Construction Matters

Look inside the S&P 1500 and its core components as S&P DJI’s Hamish Preston explores the performance of Equal Weight and sector indices, as well as highlighting how positive earnings can influence performance.

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Oct 24, 2022

Refining the Quality Metrics

Introduction High-quality companies have always been appealing to investors. In fact, quality equity investing was documented as early as 1949 by Benjamin Graham in his original publication of The Intelligent Investor.1 Despite a wide range of definitions for what constitutes a high-quality company, characteristics such as profitability, competitive position, earnings quality, corporate governance and modest…

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May 27, 2022

Examining the Effectiveness of Indexing Small Caps

How does profitability influence risk and return in small-cap equities and why is it important to know what’s under the hood of your small-cap index S&P DJI’s Garrett Glawe, State Street Global Advisors’ Matthew Bartolini, and ValMark Advisors’ Michael McClary take a closer look at the S&P SmallCap 600.

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Jan 26, 2022

S&P SmallCap 600: A Pandemic Case Study

Index construction matters when seeking to understand differences in index characteristics and any resulting divergences in index performance. One of the clearest examples of the importance of index construction comes when comparing the S&P SmallCap 600® and the Russell 2000. Indeed, while both indices are designed to measure the performance of the small-cap U.S. equity…

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Jan 25, 2022

How Does Indexing Small-Cap Equities Work for Insurers?

How does profitability influence risk and return in small-cap equities? S&P DJI’s Raghu Ramachandran and Garrett Glawe join Vanguard’s Ilene Kelman and Cardinal Investment Advisors’ Matt Padberg to take a closer look at aligning index objectives with strategic objectives.

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