Expected Returns, November 2017

Another banner year for our annual Best Small Companies feature. How much banner? 31.7%. What are the most compelling smaller companies for 2018?

Best Small Companies (2017 & 2018) by Mark Robertson Nov 01, 2017

Our Best Small Companies chosen one year ago delivered an average total return of 31.7% with five of them more than doubling. This annual feature now has an average total return of 15.2% over the last twelve years vs. 10.3% for the Wilshire 5000. What are the companies selected for the 2018 Best Small Companies?

Cambrex (CBM) by Mark Robertson Nov 06, 2017

Cambrex (CBM) is the #1 company in our Best Small Companies for 2018. The pharmaceutical development supplier is a world class company depended on by the likes of Gilead Sciences, et al.

Sweet 16: Growth Leaders by Mark Robertson Nov 01, 2017

For this month's screening results, we look beyond the Best Small Company restrictions on annual revenue to harvest a collection of study candidates with attractive return forecasts, excellent quality and double-digit growth rates. A number of them have been featured during monthly Round Table webcasts.

Tin Cup Model Portfolio (November 2017) by Mark Robertson Nov 01, 2017

The rate of return for Tin Cup (since inception in 1995) is now 14.2%, beating matching investments in the Wilshire 5000 by +6.9 percentage points. This month we accumulate Gentex (GNTX).

Best Sources For Small Company Ideas by Mark Robertson Nov 10, 2017

We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.