The Small-Cap Investing Handbook Part Two: The Small-Cap Premium

HFA Padded
Jacob Wolinsky
Published on
Updated on

This is part two of a ten-part series on small-cap investing discussing the small-cap premium.

Throughout this series, I’m looking at both the benefits, and drawbacks of investing in small caps, considering all of the evidence available to us today for both sides of the debate.

When completed we are planning to turn the series into an e-book, which we hope will be a comprehensive guide to investing in small caps.

The series is a collaboration between ValueWalk and ValueWalk’s new small cap investing magazine Hidden Value Stocks.

Hidden Value Stocks is a quarterly publication which profiles two top-notch small-cap focused hedge funds in each issue. Within each issue, the managers discuss their investing process as well as to small-cap ideas each. To find out more, head over to www.hiddenvaluestocks.com.

 

The Small-Cap Investing Handbook Part Two: The Small-Cap Premium

Evidence of a small-cap premium first appeared in 1980 when a study titled “The Relationship Between Return And Market Value Of Common Stocks” was first published. Since publication, this study has formed the basis of a number of other academic studies that have tried to prove the existence of the small-cap premium.

Today investors are increasingly asking if this study remains relevant considering how the markets have developed since the late 70s. Not only has information on small caps become more widely disseminated but trading in these instruments is now easier than ever.

According to


Login if you are HiddenValueStocks Subscriber.

HFA Padded

Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.

More News

Hidden Value Stocks, Uncategorized

Hidden Value Stocks Q4 2023 Issue

Free, Hidden Value Stocks

Q4 2023 Issue Will Be Out Soon

Hidden Value Stocks, Uncategorized

Hidden Value Stocks Q3 2023 Issue

Hidden Value Stocks, Uncategorized

Hidden Value Stocks Q2 2023 Issue