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See exactly how TMSL's revenue becomes profit — a Sankey that traces revenue (and its reported segments) through gross profit, operating expenses, and net profit, with the year-over-year change on every line.
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TMSLs adviser builds a broad and diverse portfolio of small- and mid-cap stocks with either growth or value characteristics, subject to overall risk controls. Securities are selected based on various metrics and active, bottom-up portfolio construction. The adviser evaluates individual stocks based on relative valuation, profitability, stability, earnings quality, management capital allocation actions, returns on equity, capital expenditure, projected growth rates, and near-term appreciation potential in comparison to others. Additionally, stocks are also evaluated using metrics that utilize…
Small-cap and mid-cap stocks are outrunning large caps in 2026, and one portfolio manager says the shift has room to run. Key Takeaways: Earnings estimates for small caps are rising after 10 quarters of declines.
Small-cap stocks remain the cheapest corner of the U.S. market. That's true even after posting their best first-half performance in more than three decades, according to Morningstar's Q3 2026 stock market outlook.
The ETF three-year milestone is more than just an opportunity for firms to tout their funds or celebrate years of work. That marker has material consequences for current and future investors in a fund, opening up those strategies to new flows.
Beyond the Mega Caps: Advisors Eye Small- and Mid-Cap Strategies The strong run by the Nasdaq-100 and the S&P 500 the last few years has loaded portfolios with heavy concentration risk. As a tiny group of mega cap tech giants shapes the market, finding meaningful diversification has become a priority for advisors.
Concentration risk has emerged as a dominant threat to portfolios this year. Even as geopolitical tensions show signs of cooling under a potential U.S.-Iran deal, market crowding remains a top concern.