Sentences with phrase «success of small cap stocks»

Q: I have read the long term success of small cap stocks is due to a couple of great years back in the 1930s.

Not exact matches

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

(For more on the success of international small - cap stocks, you may wish to review my post on July 9.)

They also use broad investment themes (they like US blue chips, large cap financials and natural gas producers), are short both the Russell 2000 (which is up 14.2 % through 9/28) and individual small cap stocks, and declare that «the dominant theories about how markets behave and the sources of investment success are untrue.»