Two stock picks from a money manager who expects small caps to roar in 2027
Published . Updated .
Calamos Investments manager Brandon Nelson’s four-star fund is betting on financial services apps.
Directly affected
- No company is named in this report.
Indirectly affected
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- WFC Wells Fargo
Bank profits move with lending and interest rates
- C Citigroup
Bank profits move with lending and interest rates
- GS Goldman Sachs
Bank profits move with lending and interest rates
- MS Morgan Stanley
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
- KBE SPDR S&P Bank
A fund of bank stocks
- KRE SPDR S&P Regional Banking
Regional banks are sensitive to deposits and rates
- AFSM FIRST TRUST ACTIVE FACTOR SMALL CAP ETF
GA selected AFSM as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
Calamos Investments manager Brandon Nelson’s four-star fund is betting on financial services apps.
Source: MarketWatch
The price since 29 Sep 2026: First Trust Active Factor Small Cap Etf (AFSM) versus the S&P 500
Since the first closing price after “Two stock picks from a money manager who expects small caps to roar in 2027,” First Trust Active Factor Small Cap Etf (AFSM) is +0.05%. The S&P 500 fund (SPY) is +0.56% over the same days, a -0.51% difference versus the market.
Who gains and who loses around First Trust Active Factor Small Cap Etf (AFSM)
Companies tied to this story
- AFSM First Trust Active Factor Small Cap Etf
For “Two stock picks from a money manager who expects small caps to roar in 2027,” First Trust Active Factor Small Cap Etf (AFSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected AFSM as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMG Brookstone Growth Stock Etf
Brookstone Growth Stock Etf (BAMG) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Two stock picks from a money manager who expects small caps to roar in 2027.” Reason on file: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BAMV Brookstone Value Stock Etf
In “Two stock picks from a money manager who expects small caps to roar in 2027,” Brookstone Value Stock Etf (BAMV) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAMV as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BSVO Ea Bridgeway Omni Small-Cap Value Etf
In “Two stock picks from a money manager who expects small caps to roar in 2027,” Ea Bridgeway Omni Small-Cap Value Etf (BSVO) is linked, with no stored direction, medium confidence. Reason on file: GA selected BSVO as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- CAFG Pacer Us Small Cap Cash Cows Growth Leaders Etf
In “Two stock picks from a money manager who expects small caps to roar in 2027,” Pacer Us Small Cap Cash Cows Growth Leaders Etf (CAFG) is linked, with no stored direction, medium confidence. Reason on file: GA selected CAFG as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- DSMC Distillate Small/Mid Cash Flow Etf
Distillate Small/Mid Cash Flow Etf (DSMC) is linked, with no stored direction, medium confidence in the 29 Sep 2026 story “Two stock picks from a money manager who expects small caps to roar in 2027.” Reason on file: GA selected DSMC as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
First Trust Active Factor Small Cap Etf (AFSM)
The 29 Sep 2026 story “Two stock picks from a money manager who expects small caps to roar in 2027” names First Trust Active Factor Small Cap Etf (AFSM) because of this story.
The link for First Trust Active Factor Small Cap Etf (AFSM) is this: GA selected AFSM as a RELATED security because its canonical security name directly matches this event's themes: small. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, Brookstone Growth Stock Etf (BAMG), is listed for a different reason: GA selected BAMG as a RELATED security because its canonical security name directly matches this event's themes: stock. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
The price range for First Trust Active Factor Small Cap Etf (AFSM), and the dates in the story
AFSM traded between 38.99 and 40.23 across 20 sessions. The latest close on file is 39.24. BAMG traded between 43.54 and 45.76 across 11 sessions. The latest close on file is 45.02. BAMV traded between 36.14 and 38.33 across 18 sessions. The latest close on file is 36.79.
How strong the case is around First Trust Active Factor Small Cap Etf (AFSM)
46 out of 100
“Two stock picks from a money manager who expects small caps to roar in 2027” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.