Ben Felix | The Problem With Small Cap Stocks @BenFelixCSI | Uploaded January 2019 | Updated October 2024, 6 minutes ago.
In this video I'm going to tell you why you should think carefully about owning small cap ETFs.

You probably won’t be surprised if I tell you that small-cap stocks, in general, have outperformed large-cap stocks over the long-term, even on a risk-adjusted basis, with risk measured as standard deviation. This is well-documented around the world and over time. Small caps were the first market anomaly that challenged the capital asset pricing model and resulted in today’s multi-factor models for asset pricing.

My name is Ben Felix, Associate Portfolio Manager at PWL Capital.

Referenced in this video:
Figuring Out Factor Investing - pwlcapital.com/figuring-out-factor-investing
The Delisting Bias in CRSP Data - jstor.org/stable/2329566?seq=1/subjects
Size Matters, If You Control Your Junk - papers.ssrn.com/sol3/papers.cfm?abstract_id=2553889

You can find the Rational Reminder podcast on
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itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582?mt=2
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open.spotify.com/show/6RHWTH9iW7hdnA7eAg7ukO?si=hjZNfLKuSjSeWX38GPqhVA

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PWL Capital Blog Post: pwlcapital.com/devilish-details-can-derail-your-small-cap-stock-funds

Visit PWL Capital: goo.gl/uPcXg7
Follow PWL Capital on:
- Twitter: twitter.com/PWLCapital
- Facebook: facebook.com/PWLCapital
- LinkedIn: linkedin.com/company-beta/105673

Follow Ben Felix on
- Twitter: twitter.com/benjaminwfelix
- LinkedIn: linkedin.com/in/benjaminwfelix
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#stockmarket #investing #pwlcapital