Small and Micro Cap Knowledge Hub

While artificial intelligence (AI) may live in the cloud, the infrastructure required to support it is decidedly physical, pulling the tangible world back into focus. Aaron Monroe explores how demand is broadening beyond data centers as grid modernization, reshoring and broader infrastructure investment converge—creating a more diverse and potentially durable opportunity set for the small businesses providing the materials, equipment and expertise behind the build.

Markets frequently reward glamour over economics. Explore how small- and micro-cap companies in essential, often overlooked industries can offer durable competitive advantages, exposure to scarce assets and long-term opportunity. (5 min read)

In uncertain markets, we believe positioning matters more than prediction. Explore how we are focusing on stability, security and areas of infrastructure rebuild to uncover resilient businesses. (5 min read)

In an increasingly AI-driven world, tangible assets still matter. Explore why small-cap businesses rooted in physical scarcity and regulatory barriers may offer durable value. (5 min read)

After several years of large-cap dominance, shifting market conditions may now offer one of the most compelling entry points for small caps in recent history. Portfolio manager Aaron Monroe explores this dynamic, how domestically focused small caps could hold up well in a post-tariff tantrum world and where our team is finding opportunities today in this recent webinar. (37 min video)