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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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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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
Read More 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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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 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 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 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
Read More Japan’s Market Awakening: New Dawn for Investors
Ativo Capital, a global equity manager focused on investing in undervalued, high-quality companies, identifies Japan as a potentially generational investment
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