In 2021, Size Drove Returns
In 2021, Size Drove Returns

2021’s stock market performance was shaped by big-company vs. small-company stocks, rather than value vs. growth, for the first time in years, reports an article in Morningstar. The biggest U.S.…

The Size Effect Never Existed
The Size Effect Never Existed

While some young academics are trying to increase the list of investment factors, “grizzled veterans are concluding that the small-company effect does not, after all, exist.” This according to a…

BAM's Swedroe Discusses Size Effect

In an ETF.com article on size effect, BAM director of research Larry Swedroe discusses the ongoing debate on the size effect—the phenomenon whereby small-cap stocks on average outperform large-cap stocks…