Alt text

Factors

Showing of Insights Posts
487586301
Article
18 min
iStrat Active management Article Macro and market Equity Whitepaper Factors Portfolio construction
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

Continue reading

By

Gregg Thomas
Gregg Thomas, CFA
Megan Kelly
Megan Kelly, CFA
event
18 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1300495341
Whitepaper
18 min
iStrat Small-cap Whitepaper Institutional Factors
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

Continue reading

Multiple authors

event
18 min
Whitepaper
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2 LOAD {count} MORE

URL References

Related Insights