Tag Archives: international small cap equities

ISCF Captures The Best Opportunity In International Small-Caps in 20 Years

World map with charts and graphs as symbols of global finance

In “International Small-Cap Equities: Poised to Outperform” I described the upside opportunity due to mean reversion, favorable valuations, the prospects for a declining dollar, and a worldwide economic recovery. The small cap sector is the cheapest since 2000. Historically, this has resulted in an annual return size premium of seven percentage points over subsequent three-year […]