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Asset management and fund structuring boutique

Forgotten US smallcaps

Apr 07, 2023

US small caps are currently out of favour: the ratio of US small caps to US large caps is nearing March 2020 levels, a trough seen last time just before the Internet bubble burst in 2001. Over the last 10 years US small caps has underperformed large caps by a stunning 4% a year ! For contrarian investors and portfolio managers who are still in business, small caps are a completely neglected investable asset. This could be a significant investment opportunity once the financial conditions normalize.

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