Tag Archives: S&P SmallCap 600 Quality Index

Jul 7, 2020

Quality Premium Needs Long-Term Investment Horizon

The quality factor has been outperforming the S&P 500® YTD, an accelerating trend in place since 2019.[i] In the small-cap space, however, quality underperformed the S&P SmallCap 600® in 2019 (see Exhibit 1). Despite this short-term divergence, quality has exhibited consistent premium in large caps and more profoundly in small caps throughout its history. To…

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