Alternative Fund Monthly Commentaries

Active Income Fund (LCMAX)

Event Driven Fund (DEVDX)

Emerging Markets Small Cap Growth Fund (DRESX)

> Alternative Fund Archive

 

Equity Quarterly Commentaries

Micro Cap Growth
Strategy // Fund (DMCRX)

Small Cap Growth
Strategy

Small/Mid Cap Growth
Strategy

International Small Cap Growth
Strategy // Fund (DRIOX)

Emerging Markets Growth
Strategy // Fund (DREGX)

Frontier Markets
Strategy // Fund (DRFRX) Monthly

> Equity Fund Archive

Market Perspectives

US Smaller Cap Commentary: Retail Evolution: Survival of the Fittest
July 2017

EM Commentary: Emerging tech: Augmenting reality and opportunities
June 2017

US Smaller Cap Commentary: A Framework for Identifying Tangential Opportunities Created by M&A in Medical Devices
June 2017

Is My Fear Gauge On the Fritz
May 2017

US Smaller Cap Commentary: Growing Importance of Machine Vision Systems in Industrial Automation
May 2017

Driehaus Q1 Micro Webcast

Driehaus Q1 EM Webcast

EM Commentary: Mexico: Trumped Up Risks
March 2017

US Smaller Cap Commentary: Bank Margins: Moving on up?
April 2017

US Smaller Cap Commentary: Industry Positioning in Health Care
March 2017

EM Commentary: From Russia with Love for Orthodox Policy
March 2017

US Smaller Cap Commentary: Getting a Charge out of Lithium
February 2017

US Micro Cap Market Review and Outlook
January 2017

EM Commentary: A Welcome Trend Change for Emerging Markets
January 2017

Driehaus Q4 EM Webcast

US Smaller Cap Commentary: Beneficiaries of OPEC’s Production Cuts
January 2017

EM Commentary: The Revolutionary Automotive Megatrends
January 2017

4Q 2016 Global Market Outlook, "This Isn't a Tantrum"

"The Game Just Changed...Bigly"
December 2016

EM Commentary: China’s Shenzhen-traded Equities
December 2016

US Smaller Cap Commentary: Why Have Restaurant Sales Slowed?
November 2016

EM Commentary: The Case for Operating Leverage in EM
November 2016

US Smaller Cap Commentary: Are Barren Pipelines Driving Big Pharma’s Acquisitions?
October 2016

EM Commentary: Emerging Market Equities Are Becoming Less of a Commodities Play
October 2016

Record Highs for Stocks and Bonds, Record Low Appetite for Diversification
September 2016

EM Commentary: China’s Monetary Mystery
September 2016

US Smaller Cap Commentary: Housing Market’s Recovery Reverberates to Building Product Suppliers
August 2016

3Q 2016 Global Market Outlook, "Let's Get Real"

US Smaller Cap Commentary: Will Energy Stocks Outperform Now That the US Rig Count Has Bottomed?
August 2016

EM Commentary: Are Emerging Market Small Caps Oversold?
August 2016

EM Commentary: The Trade-offs of Currency Management
July 2016

> US Micro & Small Cap Commentary Archive

> Emerging Markets Commentary Archive

> Frontier Markets Commentary Archive

> Global Market Outlook Commentary Archive

 

 

Investment Research

Counting Cards in Biotech

Analysis of Proposed Sale of Carmike Cinemas to AMC Entertainment Holdings

The Evolving Emerging Markets Opportunity Set

Event-Driven Activity Is Booming, but the Rules of the Game Have Changed