The Head and the Heart

We have contended for some time that clients are best served owning small cap investments equally proportionate to traditional large cap investments. Investors, on the other hand, tend to perceive small cap investing as a volatile group, based on the actions of both a poorly constructed index and a group of poorly designed products. This month we delve into those perceptions, where they may come from, and discuss a particular manager whose considerable track record illustrates the strength of fundamental equity analysis.

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