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 Q1 2025 Commentary
The commentary below pertains to events that occurred during the first quarter of 2025, before President Trump’s April 2nd announcement
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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
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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
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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
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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
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Research
U.S Small Cap Stocks: Primed for a Recovery
Ativo’s latest research piece explores the small cap universe and the outlook for performance. Considerations include the small cap factor
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Commentary
Ativo Q2 2024 Commentary
Global equities continued to rally in the second quarter, with the MSCI ACWI Net returning 2.87% in US dollar (USD)
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Commentary
Ativo Q1 2024 Commentary
Q1 2024 is in the books and inflation is still the headlining macro economic factor. Read on to discover the
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