Tag Archives: small cap beta
Big Things Come In Small Packages – Part 3
If you found a small-cap fund with a 23 year track-record that performed in the top 10th percentile of its peers over a 3-, 5-, 10-, and 15-year period, might you consider investing? How about if you found out it was also a fraction of the price of its peer group? Sounds pretty attractive, but…
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Big Things Come In Small Packages – Part 2
Not all indices are created equally, especially those representing US small-cap equities. Many investors are surprised to learn that the S&P SmallCap 600 has outperformed the Russell 2000 by 2% annualized since inception (Dec. 31, 1994.) This outperformance is persistent through different time periods, bull and bear market cycles, and with less risk. The performance…
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