#small cap value

Securing Alpha From Small-Cap Stocks

  Vitali Kalesnik and Noah Beck of Research Affiliates provide a detailed analysis of how investors may be able to capture alpha in the small-cap sector.  They liken investing in small-caps to fishing in a pond where alpha is available, but the fisherman’s strategy and skill determines whether one can “reel it in.” They suggest that “small size as a standalone source of premium” is not reliable,…

The Small-Cap Effect Lives — With A Twist

Small stocks have lagged their larger peers over the past decade. But does that mean the “small-firm effect” is dead? Not exactly, says Mark Hulbert in a recent Barron’s column.

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