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Feb 05 2021

Small Cap vs Mid Cap vs Large Cap

  • Feb 5, 2021

Our Ratio of Ratios has rocketed toward its historical median over the last two months. Over that time, the Russell 2000 (+14%) has absolutely trounced the S&P 500 (+3%). Buying Small Caps over Large on a relative valuation argument can still be made—but that window seems to be closing quickly.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager