Our aim is to empower investors with indispensable knowledge for achieving success by imparting our distinct viewpoints, conducting comprehensive analyses, and presenting pioneering ideas. Through the sharing of our insights, we aspire to provide investors with the tools necessary to thrive in their endeavors.
Commentary
Ativo Q2 2025 Commentary
Global markets rebounded sharply in the second quarter of 2025 amid easing trade tensions, renewed interest in AI, and accommodative
Read More
Research
The Case for SMID Caps
In this research piece, we highlight why small-to-mid cap (SMID) equities represent a compelling opportunity for investors seeking a balanced
Read More
News
Ativo Q1 2025 Zephyr Awards
We’re proud to announce that for the first quarter of 2025, the Ativo Small Cap Core and Ativo Mid Cap
Read More
Commentary
Ativo Q1 2025 Commentary
The commentary below pertains to events that occurred during the first quarter of 2025, before President Trump’s April 2nd announcement
Read More
Research
The Role of Quantitative Models in Building Smarter SMAs
We’re honored to be featured in the newly released Zephyr PSN Outlook for 2025! Our article, “The Role of Quantitative
Read More
News
Ativo Q4 2024 Zephyr Awards
We’re proud to announce that for the fourth quarter of 2024, the Ativo Small Cap Core earned a “Manager of
Read More
Commentary
Ativo Q4 2024 Commentary
The fourth quarter of 2024 was volatile for stocks. Mixed signals regarding the election, Chinese stimulus, and Fed signals resulted
Read More
Research
Ativo Capital AI Podcast Episode #1
Our recently published whitepaper on Small Cap investing has been generating quite a bit of buzz. At the same time
Read More
Commentary
Ativo Q3 2024 Commentary
The global equity market had a very strong third quarter, with the MSCI ACWI Net returning 6.61% in US dollar
Read More