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