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Nov 05 2021

Small Cap vs Mid Cap vs Large Cap

  • Nov 5, 2021

Our Ratio of Ratios’ preferred habitat for the last five months has been a Small Cap discount of 18%-21%. We’re surprised it hasn’t broken even lower as the S&P 500 had a price return of +9.5% over that period compared to +1.2% for the Russell 2000.

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About The Author

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