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Apr 2024
25m 53s

Is Small Cap Dead? Why You Shouldn't Aba...

J. David Stein
About this episode

Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps.

Topics covered include:

  • How have small caps performed relative to large caps over the past two decades
  • What factors contributed to the underperformance
  • How quality is an important factor to consider when investing in small caps
  • What are the earnings prospects for small-cap stocks
  • Why small-cap stocks could deliver double-digit returns over the next decade


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Show Notes

US small-caps suffer worst run against larger stocks in over 20 years by George Steer—The Financial Times

Small stocks, big problems by Robin Wigglesworth—The Financial Times

The Death of Small Cap Equities? by Chris Satterthwaite—Verdad

The Quality of New Entrants by Chris Satterthwaite—Verdad

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370: Should You Invest in Small-Cap and Mid-Cap Stocks?

253: Are IPOs the New Ponzi Scheme?

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