Alternative Fund Monthly Commentaries

Active Income Fund (LCMAX)

Event Driven Fund (DEVDX)

Emerging Markets Small Cap Growth Fund (DRESX)

Driehaus Multi-Asset Growth Economies Fund (DMAGX)

> Alternative Fund Archive

 

Equity Quarterly Commentaries

Micro Cap Growth
Strategy // Fund (DMCRX)

Small Cap Growth
Strategy
// Fund (DVSMX-DNSMX)

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

Active Income Commentary: Fallen Angel Risk: That Escalated Quickly
November 2018

US Smaller Cap Commentary: Nitrogen Fertilizers: An Attractive Area of the Materials Sector
November 2018

US Smaller Cap Commentary: Green Shoots in Offshore Energy
October 2018

Event Driven Commentary: Opportunities in Corporate Spinoffs
September 2018

US Smaller Cap Commentary: Paradigm Shift in Consumer TV Viewing Habits
September 2018

EM Commentary: The Underrated Opportunity Set in EM Small Caps
September 2018

US Smaller Cap Commentary: Deregulation and For-Profit Education
August 2018

2Q 2018 Outlook, "Stop What You're Doing"

US Smaller Cap Commentary: Opportunities in Biopharma IPOs
July 2018

US Smaller Cap Commentary: Don't Close the Store
June 2018

EM Commentary: MSCI China A-Share Inclusion: Access and Opportunity
June 2018

US Smaller Cap Commentary: Small Cap Standouts Ride Rising Earnings through Market Troubles
May 2018

US Smaller Cap Commentary: Drilling in the Permian Basin
May 2018

1Q 2018 Outlook, "Narrative Risk"

US Smaller Cap Commentary: The Investor Love/Hate Cycle on a Cyclical Group Within Semiconductors
April 2018

EM Commentary: Diabetes in China
March 2018

US Smaller Cap Commentary: Casinos: Gambling Away the Buffet
March 2018

EM Commentary: Liquefied Natural Gas: A Growing Opportunity in Emerging Markets
February 2018

US Smaller Cap Commentary: Identifying Growth Opportunities in Health Care
February 2018

4Q 2017 Outlook, "The Volatility You Can See Coming"

US Smaller Cap Commentary: Put Down Your Cell Phones!
January 2018

US Smaller Cap Commentary: Trucking Utopia
December 2017

US Smaller Cap Commentary: Blockchain and End Market Applications
November 2017

EM Commentary: Implications from China’s Party Congress
November 2017

US Smaller Cap Commentary: The Future of Gaming
October 2017

US Smaller Cap Commentary: XBI is Having Another Banner Year
September 2017

Jeff James - Citywire Manager Profile

US Smaller Cap Commentary: Put the Cash in the Trash
August 2017

EM Commentary: The Tale of Two Markets
July 2017

2Q 2017 Outlook, "The Hanging Curve"

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


> US Micro & Small Cap Commentary Archive

> Emerging Markets Commentary Archive

> Frontier Markets Commentary Archive

> Global Market Outlook Commentary Archive

 

 

Investment Research

EM White Paper: The Metamorphosis of Emerging Markets

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