Login

Bares, Brian

The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns

Bares, Brian - The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns, ebook

DRM Restrictions

Printing77 pages with an additional page accrued every 10 hours, capped at 77 pages
Copy to clipboard13 excerpts

A world-renowned money manager shares winning strategies for small-stock investing

Since forming Bares Capital Management, Inc. in 2000, Brian Bares has shown that above average returns can be generated through the careful selection of small company common stocks. Additionally, he's shown how concentrating capital in a handful of ideas improves the potential for outperformance by increasing the depth of knowledge of each position and allowing each security to have a more meaningful impact on the portfolio. In The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks Into Big Returns, Bares describes how endowment-model investors and aspiring managers can gain meaningful exposure to small stocks while sidestepping many of the obstacles that have historically prevented institutional investment in the asset class. The book also

  • Details the historical outperformance of small-cap stocks

  • Contrasts the various strategies employed by managers in the space

  • Explains how aspiring managers can structure a firm to boost performance and attract institutional capital

  • Describes how endowment-model institutions can evaluate and engage outside managers for their small-cap allocations

  • Summarizes important topics such as liquidity and the research process


Bigger is not better. The Small-Cap Advantage reveals that small stocks have historically performed better than large ones, and that lack of competition in small-cap stocks provides diligent managers with a singular opportunity to outperform.

Keywords: brian t. bares, brian bares, small-cap advantage, small-cap book, turn small stocks into big returns, endowments, foundations, strategies for small stock investing, small stock investing, bares capital management, above average stock returns, investing in small companies, investing in small stocks, endowment model, endowment models, small-cap allocations, small-cap strategies, small-cap stocks, institutional investing, endowment-model investing, emerging managers, illiquidity, Russell 2000, value investing, fundamental research, competitive advantage

Author(s)
Publisher
John Wiley and Sons, Inc.
Publication year
2011
Language
en
Edition
1
Series
Wiley Finance
Page amount
256 pages
Category
Economy
Format
Ebook
eISBN (ePUB)
9780470939697
Printed ISBN
9780470615768

Similar titles