Domestic Tailwinds And Reshoring: Why Small Caps Could Win The Next Wave

2025-11-25 01:35:00 ET

Small-cap stocks rarely receive the spotlight, yet today’s U.S. backdrop appears to be shifting decisively in their favor. A combination of domestic policy changes, renewed industrial investment, and a wide valuation gap between small and large companies has created conditions where smaller firms may regain leadership. Their primary structural advantage is straightforward: far more of their revenue comes from the United States compared to multinational giants. Research shows that more than three-quarters of small-cap revenues originate domestically.¹ When economic momentum strengthens at home, these companies feel the benefits more directly....

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