Wealth & investing
How Often Do Small Cap, Value, and High Profitability Outperform?
The size, value, and profitability premiums are reliable over long horizons — less so over short ones. A one-pager on how the odds improve with time.
The size, value, and profitability premiums are reliable over long horizons — less so over short ones. A one-pager on how the odds improve with time.
The value premium is real but lumpy — it shows up in bursts. A one-pager on why discipline matters most when value has been out of favor.
Over the long sweep of history, value has beaten growth more often than not. A one-pager on the long-term odds favoring value.