Behavioral Finance, Micro Cap, Quality, small cap, value
Q3s junk and meme-stock rally hurt quality-tilted small value managers, but Bailard sticks to a disciplined multi-factor process and NFI risk controls. They view small cap values relative valuation as attractive despite mixed macro drivers and highlight persistent peer-ranked efficiency (see rankings on page 7). The strategy uses diversified sector exposure and Thriving on the Edge holdings to navigate junk-led bursts.
This report provides a detailed summary of investor holdings for a
specified stock ticker, highlighting key metrics such as fund
name, total assets under management (AUM), invested value,
portfolio weight, and shares owned. It also tracks changes in
share ownership during the last quarter, including the percentage
of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
holdings and calculates these values for each fund. This report
helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
