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Mar 07 2023

Small Cap vs. Mid Cap vs. Large Cap

  • Mar 7, 2023

We’re now three years removed from the 2020 COVID market panic, when, over the course of four weeks, the S&P 500 and Russell 2000 lost 30% and 40%, respectively. That action sank our Ratio of Ratios to levels not seen since the height of the Tech Bubble. The Small-Cap discount, at present, is not too far removed from 2020 lows.

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About The Author

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