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.
Research
International Equities – A Valuation Opportunity
International equities have been difficult to defend in portfolios over the past decade, as U.S. markets have delivered sustained outperformance.
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Research
Broadening Emerging Markets Exposure: The Role of Small Caps
Emerging markets small caps are often treated as a niche allocation. In reality, they represent the majority of companies across
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Commentary
Ativo Q4 2025 Commentary
2025 was a year of adaptation and divergence across global markets. Investors navigated trade policy shocks, uneven economic data, and
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Research
Tobin’s Q and Net ROI
Record-high Q ratios are not a sign of excess. Ativo’s analysis shows they rise in step with Net ROI, both
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Research
Gold’s New highs: Separating Gold Strength from Dollar Weakness
Gold has reached record highs in 2024–2025, but what’s driving the rally? Ativo Capital’s latest analysis shows that the rise
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Commentary
Ativo Q3 2025 Commentary
The third quarter of 2025 was characterized by a complex interplay of geopolitical tensions, policy easing, and sustained AI-driven technological
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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
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