Investment Management
Thinkers posting on this topic
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Global Small-Cap Value: An Asymmetric Opportunity
Mark Cooper of MacAlpha Capital Management highlights a significant, asymmetric opportunity in global small-cap value stocks, particularly outside the US. He argues that international small-cap value is historically cheap and poised for substantial outperformance compared to the S&P 500, with curren…
Carta's Pivot Toward a Private Markets ERP Ecosystem
Carta is evolving toward a comprehensive ERP model to standardize operations within private markets. The strategy leverages the intersection of software and network effects, while examining how AI may disrupt traditional SaaS frameworks in investment management.