The Value in Small-Cap Value
Using small-cap value stocks is currently the least expensive asset class within U.S. equities, have historically outperformed small-cap growth stocks, and may provide diversification benefits to an investor’s portfolio.
The Case for SMID
Over the past 40 years, small- to mid-cap (SMID-cap) stocks have outperformed small- and large-cap equities in both bull and bear markets.
A Tale of Two Markets
Divergence in today’s high yield market can be challenging, but also provides opportunity.