- Investment Approach
- Research Alliance
- Contact Us
A well-known anomaly among investment professionals, the "size premium," suggests a portfolio of small-cap companies—particularly small-value companies—would be expected to outperform a portfolio of larger companies over the long run. Matt Wagner examines an additional factor that can complement size: quality.
Take the complexity out of navigating the investment landscape for your clients. Sign up below to receive free Litman Gregory research.
This Website is specifically intended for and limited to financial planners, investment advisors, accountants, registered representatives of licensed securities firms, and other financial and investment professionals with a sophisticated and advanced level of knowledge about investments.Yes, I am an investment professional No, I am not an investment professional