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Jul 08 2024

Small Cap vs Mid Cap vs Large Cap

  • Jul 8, 2024

It took an ugly relative performance month (S&P 500 +4%, S&P 600 -2%) to break out of the 21%-27% twelve-month range for Small Cap discounts. The Small Cap value trap that began five years ago shows no signs of letting up.

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About The Author

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