Small Cap Leadership Cycle

Underlying factors are continuing to show signs of a change in leadership within the equity markets.  In his latest white paper titled “FROM GIANTS TO GEMS: ANTICIPATING THE SMALL CAP LEADERSHIP CYCLE”, Pat Riley, CFA, outlines the evidence pointing to a market that could be led by small-cap stocks.  Pat shows how factors such as leadership cycle duration, mega-cap concentration, large and small relative valuation, and earnings appreciation all play a part in why high quality small-cap stocks could be in line to outperform and how investors can stand to benefit from this shift.

The opinions expressed herein are subject to change. Please contact us for further details at 904-493-5500.

Related posts