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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,…

10 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
October 2, 2025
Ten Top Warren Buffett Stocks
Warren Buffett's approach to investing centers on a lesson refined across many years: purchasing excellent companies at reasonable prices beats buying average ones at steep discounts. He seeks businesses with lasting competitive strengths—what he calls "economic moats"—capable...
September 30, 2025
Ten Top Wide Moat Stocks – September 2025
In today's fast-changing and highly competitive business environment, companies with strong economic moats offer attractive prospects for long-term investment success. These firms possess enduring competitive advantages—including powerful network effects, high customer switching costs, operational excellence, or unique...
September 27, 2025
Ten Top Peter Lynch Stocks – September 2025
Peter Lynch ranks as one of history's most renowned investment managers, turning Fidelity's Magellan Fund from a small $18 million fund into a massive $14 billion investment vehicle between 1977 and 1990. During this period, he achieved...
September 26, 2025
Ten Top Benjamin Graham Stocks – September 2025
Benjamin Graham established the foundation of value investing by developing systematic methods for identifying underpriced securities—concepts that continue to guide today's investors. His most notable student, Warren Buffett, demonstrates how Graham's principles can create lasting wealth. Graham's...
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