By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance, expand into...
Markets almost never ring a bell at the bottom. They rarely turn because investors suddenly feel optimistic. They turn because someone with better information decides the price is wrong. That signal is not a rally. It is a takeover. We believe we are entering the...
Written by Ron Shamgar In a market dominated by headlines around megacaps, rate speculation, and geopolitical volatility, it's easy for investors to miss the quiet achievers, the companies that execute relentlessly, build shareholder value, and fly under the radar....
