Nick Motson and a colleague from City University London recently concluded that small hedge funds outperformed large hedge funds on average over the 20-year period 1995-2014. The smallest hedge…
Day: December 3, 2015
Profitably Switching In and Out of Small-Cap Stocks
Joe Mezrich, strategist with Normura securities, and colleague Adam Gould have shown that three factors correspond with small-cap performance: low price-to-sales cost relative to large stocks; economic uncertainty (reflected…
2 Percent Growth is the New 4 Percent According to Epoch’s Priest
William Priest, CEO and co-CIO of Epoch Investment Partners, says “2% [growth] is the new 4% as far as developed markets are concerned.” He continues: “Global GDP is a…