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The Small-Cap Momentum sleeve exists for one reason. It captures the part of the market where improving fundamentals and price trends reinforce each other most reliably. Small-caps do not reprice efficiently. Information travels slowly, liquidity is thinner, and when earnings trends begin to turn, price momentum often persists far longer than most investors expect.
This portfolio is not built on stories, forecasts, or hero calls. It is built on twin momentum. Fundamental momentum in the form of improving earnings and forward estimates, paired with price momentum that confirms the market is beginning to recognize that improvement. When those two forces align, probabilities tilt heavily in our favor.
Over the past month, earnings season has done its job. It has clarified which holdings continue to deserve capital and which require closer monitoring. Importantly, leadership has not broken. That is the single most important signal for any momentum strategy.
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