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U.S. Small Caps Producing Big Results in 2026

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Insights and Market Perspectives

U.S. Small Caps Producing Big Results in 2026

Author: Vishal Bané

August 27, 2026

AGF Investments portfolio manager Vishal Bane explores what’s driving the strong performance of U.S. small-cap stocks this year.

About AGF Management Limited

Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth.

AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations.

Headquartered in Toronto, Canada, AGF has investment operations and client servicing teams on the ground in North America and Europe. AGF serves more than 800,000 investors. AGF trades on the Toronto Stock Exchange under the symbol AGF.B.

For further information, please visit AGF.com.

© 2026 AGF Management Limited. All rights reserved.

Written by

Vishal Bané

Vishal Bané, MSc Green Economy, CA (India), CFA

Portfolio Manager

AGF Investments Inc.

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