MARC details
| 000 -LEADER |
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| fixed length control field |
04539cam a2200349 a 4500 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
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| fixed length control field |
100729s2011 njua b 001 0 eng |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
9780470615768 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
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| International Standard Book Number |
0470615761 |
| 040 ## - CATALOGING SOURCE |
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| Original cataloging agency |
SDU |
| 050 00 - LIBRARY OF CONGRESS CALL NUMBER |
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| Classification number |
HG4971 |
| Item number |
B223 S 2011 |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
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| Personal name |
Bares, Brian T., |
| 245 14 - TITLE STATEMENT |
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| Title |
The small-cap advantage : |
| Remainder of title |
how top endowments and foundations turn small stocks into big returns / |
| Statement of responsibility, etc. |
Brian T. Bares. |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. |
|---|
| Place of publication, distribution, etc. |
Hoboken, N.J. : |
| Name of publisher, distributor, etc. |
Wiley, |
| Date of publication, distribution, etc. |
2011. |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
187 p. : |
| Other physical details |
ill. |
| 490 1# - SERIES STATEMENT |
|---|
| Series Statement |
[Wiley finance] |
| 505 00 - Formatted Contents Note |
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| Title |
The Small-Cap Advantage -- |
| -- |
Two Sources of Outperformance -- |
| -- |
Small-Cap Definitions -- |
| -- |
The Outperformance of Small-Cap Stocks -- |
| -- |
Outperformance within the Small-Cap Space -- |
| -- |
Chapter Summary -- |
| -- |
Small-Cap Disadvantages -- |
| -- |
Research -- |
| -- |
Trading -- |
| -- |
The Small-Cap Graveyard and Reverse Survivorship Bias -- |
| -- |
Capping Assets -- |
| -- |
Chapter Summary -- |
| -- |
Small-Cap Investment Philosophy and Process -- |
| -- |
Institutional Approach -- |
| -- |
Passive and Enhanced Indexing in Small-Cap Stocks -- |
| -- |
Active Management in Small-Cap Stocks -- |
| -- |
Chapter Summary -- |
| -- |
Small-Cap Manager Organization -- |
| -- |
Creating Value for the Manager -- |
| -- |
Launching a Small-Cap Firm -- |
| -- |
Investment Team -- |
| -- |
Chapter Summary -- |
| -- |
The Fund-Raising Process -- |
| -- |
General Marketing Strategy -- |
| -- |
Institutional Clients -- |
| -- |
Foundations and Endowments -- |
| -- |
Consulting Firms |
| 505 00 - Formatted Contents Note |
|---|
| Title |
Pension Plans -- |
| -- |
High-Net-Worth Individuals -- |
| -- |
Wrap Fee and Other Subadvisory Relationships -- |
| -- |
Databases -- |
| -- |
Third-Party Marketers -- |
| -- |
The Chicken-and-Egg Problem -- |
| -- |
Chapter Summary -- |
| -- |
Fees, Agency Issues, and Other Performance Drags -- |
| -- |
Common Performance Drags -- |
| -- |
Frictional Costs in Small Caps -- |
| -- |
Institution-Manager Agency Issues -- |
| -- |
Agency Issues in Trading -- |
| -- |
Benchmark Tyranny -- |
| -- |
Commingled and Separate Accounts -- |
| -- |
Chapter Summary -- |
| -- |
Small-Cap Managers and the Endowment Model -- |
| -- |
The Endowment-Model Approach to Small Caps -- |
| -- |
Finding an Edge -- |
| -- |
Funding Smaller Managers -- |
| -- |
Funding Emerging Managers -- |
| -- |
Finding Emerging Managers -- |
| -- |
Chapter Summary -- |
| -- |
Evaluating Small-Cap Managers -- |
| -- |
Institutional Due Diligence Teams -- |
| -- |
Assessing Manager Risk -- |
| -- |
Assessing Investment Philosophy -- |
| -- |
Analyzing a Manager's Process -- |
| -- |
Evaluating Firm Principals -- |
| -- |
Assessing Manager Operations -- |
| -- |
Contributions and Withdrawals -- |
| -- |
Chapter Summary. |
| 505 00 - Formatted Contents Note |
|---|
| Title |
HKBU library |
| 518 ## - DATE/TIME AND PLACE OF AN EVENT NOTE |
|---|
| DATE/TIME AND PLACE OF AN EVENT NOTE |
YT2025 M09 |
| 520 ## - SUMMARY |
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| Summary |
The historical returns of small-cap stocks have exceeded those of mid-cap and large-cap stocks over long time periods. The additional return experienced by small-cap investors has occurred despite inherent disadvantages in the asset class. |
| 520 ## - SUMMARY |
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| Summary |
The excess return available from small-cap stocks can help large foundations, endowments, and other similar institutional investors overcome the drag of inflation and the drain of annual spending. These institutional investors are in a unique position to fund new and often untested managers who are in the best position to benefit from the return premium of small-cap stocks and from the relative lack of professional participation in the space. |
| 520 ## - SUMMARY |
|---|
| Summary |
The Small-Cap Advantage: How Top Endowments and Foundations Turn Small Stocks into Big Returns is a must-have book for aspiring and existing small-cap managers and the institutions that would hire them. It is an insider's account of institutional small-cap investing. The book details the investment, fundraising, and operational challenges encountered by small-cap managers. |
| 520 ## - SUMMARY |
|---|
| Summary |
The Small-Cap Advantage helps aspiring small-cap managers understand the state of the institutional investment management industry. It debunks the notion that small-cap managers who lack long track records or high levels of assets under management are undeserving of institutional funding. It explains the fundraising process for aspiring small-cap managers and how they can handle many of the challenges that come with successfully increasing strategy assets. |
| 520 ## - SUMMARY |
|---|
| Summary |
The Small-Cap Advantage provides endowment-model institutions with a deeper understanding of the unique issues faced by specialist boutique managers who focus on the small-cap space. It will also assist institutional due diligence teams in their evaluation of small-cap managers. --Book Jacket. |
| 650 #0 - SUBJECT |
|---|
| Topical term |
Small capitalization stocks. |
| 650 #0 - SUBJECT |
|---|
| Topical term |
Institutional investors. |
| 650 #0 - SUBJECT |
|---|
| Topical term |
Endowments |
| General subdivision |
Finance. |
| 650 #0 - SUBJECT |
|---|
| Topical term |
Portfolio management. |
| 650 #0 - SUBJECT |
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| Topical term |
Investment advisors. |
| 900 ## - Accession Number |
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| Accession Number |
= C.1 SDU |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Koha item type |
English Books |
| Source of classification or shelving scheme |
Library of Congress Classification |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
|---|
| -- |
202653 |
| 650 #0 - SUBJECT |
|---|
| -- |
202654 |
| 650 #0 - SUBJECT |
|---|
| -- |
187693 |
| 650 #0 - SUBJECT |
|---|
| -- |
202655 |
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