Broker Check


12801 Pierce Street, Suite 100
Omaha, NE 68144

(402) 934-7200

Movin on Up (in Market Cap)

| March 18, 2019
Share |

Large caps may be better positioned than small caps, given where we are in the business cycle. Small cap stocks have performed well so far in 2019, with the Russell 2000 Index, the most popular small cap benchmark, up 15.2% year to date compared with the 12.6% gain in the large cap S&P 500 Index. Small caps tend to do better when economic growth expectations improve and stocks broadly rally, which has been the case since late December 2018. However, we believe the environment is getting tougher for small caps, for
reasons we discuss below.

Please click the link below to continue reading.


Share |