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Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the other that small companies outperform large ones.
Over the last decade, the opposite has been true. Growth stocks have dramatically outdistanced value stocks and large caps have significantly outperformed small company ones.
If you happen to be a value-oriented, small-cap investor it’s been a tough combination which is why contrarian minded observers think now might be a good time to revisit the space.
Chuck Royce, Founder, Chairman and Portfolio Manager of Royce & Associates joins us to discuss how some of his funds have outperformed benchmarks for multiple periods, with below-average market volatility.
WEALTHTRACK #1613 broadcast on September 27, 2019.
LEARN MORE: https://wealthtrack.com/recession-threat-small-cap-companies-tell-chuck-royce-recession-not-a-concern/
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256256 ratings
Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the other that small companies outperform large ones.
Over the last decade, the opposite has been true. Growth stocks have dramatically outdistanced value stocks and large caps have significantly outperformed small company ones.
If you happen to be a value-oriented, small-cap investor it’s been a tough combination which is why contrarian minded observers think now might be a good time to revisit the space.
Chuck Royce, Founder, Chairman and Portfolio Manager of Royce & Associates joins us to discuss how some of his funds have outperformed benchmarks for multiple periods, with below-average market volatility.
WEALTHTRACK #1613 broadcast on September 27, 2019.
LEARN MORE: https://wealthtrack.com/recession-threat-small-cap-companies-tell-chuck-royce-recession-not-a-concern/
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