In an across-the-board great year for equities, small-cap and value stocks outperformed in 2013 to the point that even Apple Inc. (NASDAQ:AAPL) starting showing up on some analysts lists of ‘value stocks’. Simple regression to the mean arguments would argue in favor of large-cap companies in 2014, but the growth of activist shareholders and the money flow story give investors more reason to be interested in large domestic firms. “History is not always a perfect guide, but a variety of factors argue convincingly for large caps over their smaller cap counterparts after several years of small cap outperformance,” writes Citi…