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Tag: Small-Cap Premium

4 years ago
The Size Factor: A Case Against Small Caps

Although investors expect to be compensated for the higher inherent risk associated with small cap stocks, historical returns haven’t supported this thesis, according to an article in CFA Institute that…

7 years ago
Looking for Value in Un-Love Small Cap Stocks

Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…

7 years ago
The Small-Cap Premium Lives Despite Its Doubters

Larry Swedroe of Buckingham (and director of research with The BAM Alliance) writes on ETF.com that “investors should be suspicious of claims that they can benefit from well-known information,” making…

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Recent Original Research
January 12, 2023
The Magic of Multi-Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Many investors tend to have a style that they gravitate toward because it makes the most intuitive sense to them. And when it comes to building their portfolios, they tend to focus on...
January 4, 2023
Another Year Down – Learning from Quant Models
By Justin Carbonneau (@jjcarbonneau) — We’ve been running quantitative model portfolios since 2003. While many of our models were launched after that, our initial set of guru models actually went live in July of 2003, so this...
December 28, 2022
Never Listen to Market Forecasts, Especially Mine
By Jack Forehand, CFA, CFP® (@practicalquant) — You are witnessing the rise of the next great market forecaster. I may not have the Ivy League pedigree. I may not have cut my teeth at Goldman Sachs or Bain Consulting, But...
December 21, 2022
Our 5 Top Investing Articles For 2022
By Jack Forehand, CFA, CFP® (@practicalquant) — 2022 has been a challenging year for investors. Although the S&P 500’s decline is in line with a typical shallower bear market, the losses on a combined stock and bond portfolio rival some...
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