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Nov 07 2024

Smaller Looks Better

  • Nov 7, 2024

For those who believe long-term valuation relationships are still relevant, we recommend moving down the capitalization spectrum. Small Caps’ 5-year estimated forward return is near +11%, while Mid Caps’ is around +8%. The same valuation tool forecasts a mere +3% for Large Caps.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager