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Opus News & Insights

Review of U.S. Small Caps - August 2018

Tuesday, September 4, 2018

Onward and upward for the market, keeping with recent themes of favoring small caps, Growth, and Health Care. The impact of "Trade Wars" has slightly subsided, as the U.S. and Mexico agreed to a deal, potentially strong arming both China and Canada in the process. With this, all major indices continued to reach new all-time highs during August.
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Review of U.S. Small Caps - July 2018

Monday, August 6, 2018

Onward and upward for the market, as stocks rebounded off a weak end to the month of June. For the first time since February, U.S. large caps led U.S.small caps, returning 3.7%, outperforming the latter by 2.0%.
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Small Cap Value Plus turns 5

Friday, August 3, 2018

Small Cap Value plus strategy ranked in top percentile on 5th anniversary.
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Blog Categories

  • Opus Insights
    • 09/04/2018 - Review of U.S. Small Caps - Au
    • 08/06/2018 - Review of U.S. Small Caps - Ju
    • 08/03/2018 - Small Cap Value Plus turns 5
    • 07/31/2018 - Factor-Based Investing - Missi
    • 07/31/2018 - How Much is Your Mutual Fund C
    • 07/26/2018 - The Big Short (Interest)
    • 07/04/2018 - Review of U.S. Small Caps - Ju
    • 06/05/2018 - Review of U.S. Small Caps - Ma
    • 05/24/2018 - Opus - Simply Active
    • 05/11/2018 - Review of U.S. Small Caps - Ap
    • 04/03/2018 - Review of U.S. Small Caps - Ma
    • 03/06/2018 - Review of Small Caps - Februar
    • 03/01/2018 - Capcom, Co. Ltd. Proving My Pa
    • 02/23/2018 - Opus Capital’s Small Cap Value
    • 02/05/2018 - Review of U.S. Small Caps - Ja
    • 01/24/2018 - Nat Stewart Featured on Seekin
    • 01/03/2018 - Review of U.S. Small Caps - De
    • 12/06/2017 - Review of U.S. Small Caps - No
    • 11/27/2017 - RCI Hospitality Holdings, Inc.
    • 11/07/2017 - Review of U.S. Small Caps - Oc
    • 10/25/2017 - KAR Auction Services - Wholesa
    • 10/06/2017 - Review of U.S. Small Caps - Se
    • 09/28/2017 - Westlake Chemical Partners - E
    • 09/21/2017 - Review of U.S. Small Caps - Au
    • 09/19/2017 - Four Weird Tweaks That Confuse
    • 09/13/2017 - Opus Capital Management's Micr
    • 09/08/2017 - Opus Capital’s Small Cap Value
    • 09/08/2017 - Opus Capital Management Named
    • 08/11/2017 - If I Did It: What Collectors U
    • 08/08/2017 - Review of U.S. Small Caps - Ju
    • 07/10/2017 - Review of U.S. Small Caps - Ju
    • 07/06/2017 - Dividend Payer vs. Non Payer R
    • 06/15/2017 - Review of U.S. Small Caps - Ma
    • 06/13/2017 - Active Investing Is Not Dead,
    • 05/23/2017 - Opus Capital’s Small Cap Value
    • 05/18/2017 - Opus Capital Recognized as Top
    • 05/09/2017 - Review of U.S. Small Caps - Ap
    • 05/05/2017 - A Distribution Growth Juggerna
    • 05/05/2017 - Mexican Airports? Surely You C
    • 05/05/2017 - Opus Capital Mgmt. Launches In
    • 04/19/2017 - Interview with Adam Eagleston
    • 04/12/2017 - MicroCap Value Strategy Using
    • 04/10/2017 - Review of U.S. Small Caps - Ma
    • 04/07/2017 - Dividend Payer vs. Non Payer R
    • 04/07/2017 - Monroe Capital Is Ripe For A V
    • 04/03/2017 - Squeal Like a Pig? Not With WH
    • 03/24/2017 - ​Invest Like Zuckerberg, Not t
    • 03/03/2017 - Review of U.S. Small Caps – Fe
    • 03/01/2017 - Opus Capital Recognized as Top
    • 02/13/2017 - Review of U.S. Small Caps - Ja
    • 01/26/2017 - U.S. Microcaps Outperform in 2
    • 01/13/2017 - Small Caps Go Crazy in 2016
    • 01/12/2017 - Small Cap Rally Continues, Boo
    • 01/12/2017 - The Night is Always Darkest Be
    • 01/06/2017 - Review of U.S. Small Caps – De
    • 12/06/2016 - Review of U.S. Small Cap Value
    • 12/06/2016 - Oil Appreciation Day
    • 11/30/2016 - Opus Names Debra Gordon as Dir
    • 11/23/2016 - Opus Capital Recognized as Top
    • 11/22/2016 - Opus Capital: A 20-Year Retro
    • 11/11/2016 - The “Basket of Deplorables” Ra
    • 11/09/2016 - 2016 Election - The Morning Af
    • 11/08/2016 - Presidential Election 2016
    • 11/06/2016 - WSJ - "Junk Stocks" Strut, but
    • 11/04/2016 - Review of US Small Caps - Octo
    • 10/14/2016 - Living in a Material World
    • 10/13/2016 - Profit Owed to Leverage
    • 10/11/2016 - Observations on Poor Energy Co
    • 10/11/2016 - Independent Thinking Garners a
    • 10/05/2016 - Review of U.S. Small Caps - Se
    • 09/27/2016 - Review of U.S. Small Caps – Au
    • 09/19/2016 - Income Needs Have Insurers Loo
    • 09/01/2016 - Low Vol and Dividends a Crowde
    • 08/31/2016 - All Animals Are Equal, but Som
    • 08/26/2016 - Black Hole
    • 08/15/2016 - Review of U.S. Small Caps
    • 08/05/2016 - Robert Half International - a
    • 07/29/2016 - BGCP: Severe Undervaluation P
    • 07/13/2016 - Can Utilities Keep Going at Ma
    • 07/08/2016 - Review of US Small Caps
    • 06/30/2016 - Interest-ing Decisions Ahead f
    • 06/27/2016 - Negative Reality Bites
    • 06/04/2016 - Mallrats
    • 05/19/2016 - The Big Short (Interest)
    • 05/19/2016 - Energy and Oil Price Volatilit
    • 08/27/2015 - CHINESE CHECKERS - Volatility
    • 06/10/2015 - ​Black Gold, Texas Tea
    • 03/19/2015 - Don't "Yada Yada" Foreign Stoc
    • 02/17/2015 - Wealth Management Guide 2015
    • 02/16/2015 - 'Tis Better to Give and to Rec
    • 02/12/2015 - Navigating the Social Security
         
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David W. Wagner III, CFA
  David W. Wagner III, CFA
Research Analyst


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Len A. Haussler, CFA, CPA
  Len A. Haussler, CFA, CPA
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Kevin P. Whelan, CFA
  Kevin P. Whelan, CFA
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B. Rapking - Operations Associate
  Brad J. Rapking
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Adam T. Eagleston, CFA
  Adam T. Eagleston, CFA
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Alex Moore
  Alex Moore
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Joseph P. Condren, CFA
  Joseph P. Condren, CFA
Principal, COO and CCO

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Nathan M. Bailey, CFA, CFP®
  Nathan M. Bailey, CFA, CFP®
Associate Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and CEO

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Nathan A. Bishop, CFA
  Nathan A. Bishop, CFA
Principal
and Portfolio Manager

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