Great write up! Everyone is talking about the Great Rotation into small caps. I think it was a good move for small caps and forward returns will be good. I still think it's going to be a short lived outperformance though, and it will remain difficult to beat large caps over the longer term.
This was great today, Blake. Thank you
Thank you for the feedback, Mike !
Great write up! Everyone is talking about the Great Rotation into small caps. I think it was a good move for small caps and forward returns will be good. I still think it's going to be a short lived outperformance though, and it will remain difficult to beat large caps over the longer term.