Asian Tastes Add Spice to Consumer Industry Returns

Asian consumers are proud of their distinct tastes and traditions. That puts homegrown restaurant franchises and consumer companies with a deep knowledge of local appetites at the top of the food chain. In our view, they stand a good chance of staying there, even as competition from global franchises and brands picks up.

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Finding Fashion in Asian Small Caps

Investors looking for the kind of growth that up-and-coming smaller companies can deliver can’t afford to ignore Asia. We see exciting niche opportunities there—but finding them requires patience and on-the-ground expertise.

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Will Small-Cap Stocks Close the Gap with Large-Caps?

Small-cap stocks have lagged large-cap stocks by a substantial margin over the past few months, but a close look at the causes makes us think they could be in for a reversal of fortune.

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