matisse capital management

Best Performers of the Top Small Cap Funds

Zack's recently named three top-performing small cap funds.  These were FRBR Focus (FBRVX), Conestoga Capital Advisor Small Cap (CCASX), and Queens Road Small Cap Value Fund (QRSVX).  I have added three other strong performers to this group, looking for small caps outperforming the market: T. Rowe Price Diversified Small Cap Growth (PRDSX), T. Rowe Price Small Cap Stock (OTCFX) and Goldman Sachs Small Cap Value Fund (GSSSX).  I analyzed the composition fo each fund, to find the best performing small cap stocks in these holdings year-to date, as a starting place, looking for possible investments.  The results were as follows:

    PALM, Palm Inc., +241.7%

    ADVS, Advent Software,+66.5%

    KMX, CarMax, Inc., +61.9%

    PENN, Penn National Gaming, +59.1%

    SBAC, SBA Communications Corporation, +54.4%

    NVEC, NVE Corp., +45.6%

    ILMN, Illumina, Inc, +43.4%

    WHG, Westwood Holdings Group Inc., +38.9%

    USU, USEC Inc., +37.9%

Odyssey Marine: The Ultimate Speculative Stock

Shares of the marine treasure explorer Odyssey (OMR) were up more than 90% today (from $4.50 to $8.85 per share) on news of a discovery off the coast of Cornwall in international waters.  The exact location is being kept secret.  The company found a British ship that sunk in the 17th century and so far have recovered 17 tons of gold and silver coins, estimated to be only a small fraction of the total and worth at least $500 million.

http://www.thisislondon.co.uk/news/article-23397011-details/Treasure+hunters+find+the+richest+shipwreck+in+the+world+off+Land's+End/article.do