Tom Simon Profile
Tom Simon, CFA, FRM
Portfolio Manager
Boston

Insights By Tom Simon

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Small cap Factors Asset allocation Fundamental Factor qualifer Strategic allocation Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Factors to consider when allocating to US small-cap stocks

From avoiding "junk" to holding on to "graduates," members of our Fundamental Factor Team share their research insights on the pursuit of alpha in the small-cap space.

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18 min
Whitepaper
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Outlook Fixed income Equity Factors Multi-manager solutions Large cap Inflation Value vs growth Monetary policy Volatility Manager selection Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid-2022 Asset Class Outlook
We offer perspectives on growth and value equities and explore ideas for shoring up your fixed income flank amid the evolving economic and market environment.
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Multiple authors

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Article
2023-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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