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Let Your Winners Run: Why SMID-Cap Investing May Be the All-Star Strategy Your Portfolio Needs
by Adam Peck of Riverwater Partners, 6/6/25

Abstract SMID-cap investing offers stronger performance and lower volatility than small-caps alone. By using the Russell 2500 index, investors can retain top performers longer, reduce turnover, and enhance portfolio resilience and flexibility.

The Superiority of the Russell 2500 Over the Russell 2000
by Adam Peck, 5/26/21

The reason investors don’t care about the Russell 2500 is they think they have mid-cap exposure covered. But they are putting too much focus on an artificial dividing line.

Burton Malkiel’s Misguided View of ESG Investing
by Adam Peck, 2/1/21

Malkiel and other detractors who claim ESG is a fad are missing a key element in their arguments, namely that companies are incorporating sustainability into their operations both in response to – and increasingly quite apart from – the ESG investing trend.

Housing: A Secular Opportunity?
by Adam Peck of Heartland Advisors, 9/11/15
Low interest rates, demographics, and a solid economy should provide staying power to a resurgent housing market. We are finding opportunities to capitalize on growth in the area while diversifying idiosyncratic risks in our portfolios.

Quality on Sale
by Adam Peck of Heartland Advisors, 5/21/15
Investor indifference toward strong balance sheets and cash flow has created opportunities in today’s market.

Small-Cap Valuations: Way Too High or Room to Run?
by Adam Peck of Heartland Advisors, 5/1/14
Small-cap stocks have been on a tear for several quarters. Conventional wisdom in this situation would be to shift assets away from small-caps, and reallocate them to other asset classes. The concept sounds reasonable, but is it well-grounded in fact? What is the state of small-cap valuations today? These questions merit a closer look.

A Couple of Thoughts on Decoupling
by Adam Peck of Heartland Advisors, 8/28/13
As equity markets have pushed toward new highs this year, one of the worries lingering in the background has been the potential impact of Chinas economic slowdown on the U.S. weakening demand from that country, the thinking has gone, could hurt the broad range of companies that export goods to China.

PMI What Does It Really Tell Us?
by Adam Peck of Heartland Advisors, 3/21/13
Recently we’ve been seeing positive readings from the Purchasing Managers’ Index (PMI), news that may seem as though it would be good for all stocks. In fact, though, a look at the performance of the S&P 500 and the PMI since 1995 shows that this is not necessarily the case.

How Cash Could Point to More Upside for U.S. Stocks
by Adam Peck of Heartland Advisors, 3/8/13
Investors remain concerned about dwindling bond yields but still aren't rushing headlong into stocks, notwithstanding their recent market highs. We thought it might be interesting to take a look at the difference between the cash earnings yield of U.S. stocks (as represented by the MSCI U.S. Stock Index) and the yield being paid by intermediate-term investment grade corporate bonds. In looking at historical data, cash earnings yield can be a good proxy for free cash flows and an indicator of a company's financial strength.
9 results found.