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Oct 07 2020

The Valuation Case For “SMIDs”

  • Oct 7, 2020

Mid and Small Cap stocks underperformed in 2018 and 2019. However, after the collapse of February and March, these “SMID” Caps have largely kept pace with the torrid rebound in the blue chips. Today’s valuations are priming the SMIDs for a similar “decoupling” in the years ahead, like that following Y2K.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager