• Small Cap Value (Part 1): Is This Popular Strategy Dead?

  • Sep 12 2024
  • Length: 18 mins
  • Podcast

Small Cap Value (Part 1): Is This Popular Strategy Dead?

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  • Summary

  • Today I’m kicking off a two-part series on Small Cap Value investing.

    Specifically, I’m addressing three big questions:

    ➤ What exactly are small-cap value stocks?

    ➤ Why have small-cap value stocks, historically, outperformed most major asset classes?

    ➤ Does the recent 20-year underperformance suggest that the strategy is dead and won’t work in the future?

    I’m also sharing critical differences between small-cap value funds + how to take action if you want to include this asset class in your portfolio.

    ***

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    ***

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