Investment Style
Bet on small caps

Germany

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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

Financials
Private Equity
83.54M -7.80%
Industrials
Other Aerospace & Defense
116M -17.06%
Energy
Stationary Fuel Cells
416M +67.21%
Energy
Other Oil & Gas Exploration and Production
514M +87.76%
Industrials
Specialized Printing Services
808M -2.70%
Energy
Other Oil & Gas Drilling
159M +18.44%
Financials
Diversified Investment Services
331M -17.65%
Financials
Other Investment Management & Fund Operators
313M +14.37%
Technology
Scientific & Precision Equipment
833M +51.63%
Technology
Other Internet Services
24.39M -81.41%
Technology
Other Communications & Networking
97.63M -18.76%
Industrials
Other Electrical Components & Equipment
81.24M -26.75%
Technology
Enterprise Software
591M -1.18%
Financials
Other Investment Management & Fund Operators
218M +9.28%
Technology
Business to Business
646M -34.85%
Industrials
Other Industrial Machinery & Equipment
173M +0.35%
Consumer Cyclical
Other Auto, Truck & Motorcycle Parts
398M +24.83%
Consumer Non-Cyclical
Cannabis Product Retailers
84.72M +71.68%
Industrials
Other Industrial Machinery & Equipment
600M -18.70%
Technology
Other IT Services & Consulting
683M +20.91%
Healthcare
Medical Diagnostic & Testing Equipment
997M -10.55%
Financials
Diversified Investment Services
232M +107.32%
Basic Materials
Wood Products
29.65M +7.83%
Healthcare
Other Medical Equipment, Supplies & Distribution
28.12M +26.91%
Technology
Other Communications & Networking
26.65M +0.51%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI