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Mid Cap

Mar 07 2016

Small Cap vs Mid Cap vs Large Cap

  • Mar 7, 2016

The Ratio of Ratios bounced off last month’s multi-year low (4% Small Cap discount) but still sits firmly below its Small Cap median, which is a premium of 4%.

Sep 09 2015

Small / Mid / Large Cap

  • Sep 9, 2015

The August market action deflated P/E ratios across all market cap tiers, but our ratio of ratios was little changed.

Jun 04 2015

Small Cap/Mid Cap/Large Cap

  • Jun 4, 2015

Nudged higher by Small Cap outperformance in May, our premium is little changed month-over-month and remains in its new 5-10% habitat.

Mar 06 2015

Small Cap/Mid Cap/Large Cap

  • Mar 6, 2015

Small Cap Premium Plunges To 5%

Dec 04 2014

Small/Mid/Large Cap

  • Dec 4, 2014

Small Cap Premium Sinks To 15%

Nov 06 2014

Small Cap vs Mid Cap vs Large Cap

  • Nov 6, 2014

Small Cap Premium Spikes Back To 20%

Oct 06 2014

Small/Mid/Large Cap - Small Caps Experience Worst Monthly Return Since May 2012

  • Oct 6, 2014

In September, the Russell 2000 index lost 6% and is down 4.4% YTD. Large Caps widened their YTD performance lead (S&P 500 +8.3%). Small Cap Premium slides to 15%.

Sep 08 2014

Small Cap/Mid Cap/Large Cap

  • Sep 8, 2014

Small Caps are selling at a 19% valuation premium relative to Large Caps.

Aug 07 2014

Small/Mid/Large Cap

  • Aug 7, 2014

Small Cap Premium Slumps To 17%

Jul 05 1999

Making The Case For Mid Caps

  • Jul 5, 1999

For managers who are mandated to stay fully invested, Mid Caps make pretty good sense as a replacement for extremely overvalued Nifty Fifty stocks.

Jul 05 1991

View from the North Country

  • Jul 5, 1991

Are Value Managers an Endangered Species? Some observations and analysis. Also, a critical look at the S&P Mid Cap Index and have you ever been in Voice Mail Jail?