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"Management noted, 'We are seeing a resurgence in interest for small-cap value opportunities as the economic landscape improves.'"
Moat: The fund's focus on active management and rigorous stock selection provides a moderate moat against passive competitors.
value - The fund appeals to value-oriented investors seeking exposure to small-cap stocks with potential for appreciation.
Rising interest rates can negatively impact small-cap valuations, as higher rates increase the cost of capital and can dampen consumer…
Watch on earnings: Assets Under Management (AUM), Net inflows/outflows, Performance relative to the Russell 2000 Value Index.
One Sentence Summary:
Virtus KAR Small-Cap Value Fund: the setup is constructive — recent fund performance has outpaced the russell 2000 value index by 300 basis points over the last quarter.
Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.
