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Tag: Small-Cap Premium

6 years ago
The Size Factor: A Case Against Small Caps

Although investors expect to be compensated for the higher inherent risk associated with small cap stocks, historical returns haven’t supported this thesis, according to an article in CFA Institute that…

9 years ago
Looking for Value in Un-Love Small Cap Stocks

Small-cap fund performance has taken a lot of heat lately, and the “small-cap premium” has been called into question. In a recent article for Nasdaq, John Reese, CEO of Validea,…

9 years ago
The Small-Cap Premium Lives Despite Its Doubters

Larry Swedroe of Buckingham (and director of research with The BAM Alliance) writes on ETF.com that “investors should be suspicious of claims that they can benefit from well-known information,” making…

Recent Original Research
August 8, 2025
Ten Growth Stocks That Meet the Tests for...
Growth stocks can be challenging for investors since many of them never realize their potential. Back in 2005, Professor Partha Mohanram created the G-Score framework—a systematic way to assess growth companies that works alongside Joseph Piotroski's F-Score...
August 5, 2025
Ten Top High Shareholder Yield Stocks – August...
Shareholder yield provides investors with a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly through dividend payments from earnings. They can repurchase...
August 4, 2025
Ten Top Dividend Aristocrats – August 2025
The Dividend Aristocrats are a select group of fewer than 70 S&P 500 companies that have consistently increased their dividend payments for at least 25 consecutive years across various industries. This remarkable track record of dividend increases...
August 2, 2025
Ten Top Warren Buffett Stocks – August 2025
Warren Buffett's approach to investing rests on a core belief developed through years of experience: purchasing outstanding companies at reasonable prices beats buying mediocre firms at bargain rates. He looks for businesses with lasting competitive strengths—what he...
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