After a strong period of market leadership following the internet bubble low of 2002, small cap stocks have been a great disappointment since 2016. Despite favorable economic conditions and a generally bullish market tone since the pandemic, small caps have failed to deliver on the hope of outperformance in a risk-on environment. As tactical investors interested in owning smaller asset classes when conditions are favorable, we are taking a fresh look at small caps, attempting to diagnose what has been ailing this market segment and what might be coming next.
Jun
25
2024
Diagnosing Small Caps
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Contact UsAbout The Author
![Scott Opsal / Director of Research & Equities](https://leuthold.imgix.net/leutholdgroup.com/site_files/authors/DSC_2797_LR_Scott.jpg?h=150&w=150&fit=crop&fp-y=.15)