Where SMID-Caps Get Their Performance Muscle

Bruce K. Aronow and James MacGregor  SMID-cap stocks, which bridge small- and mid-cap indices, have performed almost as powerfully as small-caps historically, but haven’t been as erratic. The “mid” in SMID is largely why.

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When Is a Small-Cap Strategy Too Big?

For small-cap equity managers, liquidity is always a challenge. But how can you really know when a strategy is too big to move in and out of positions efficiently?

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