Small Caps Still Outperforming

As the director of research for The BAM Alliance—a community of about 140 like-minded RIA firms who believe in providing a fiduciary standard of care using an evidence-based investment strategy—I often get requests from other advisors for my help in answering questions from clients about articles they’ve read in the financial media.

As such, I thought I’d share my thoughts on a January article from Pension Partners LLC, an investment advisor and manager of the ATAC Rotation mutual funds, titled: “Do Small Caps Really Outperform Over Time?”

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