The Investment Fiduciary

Archive for December 11th, 2007

Small Cap Value Underperforming: A Historical Perspective

Posted by: investment-scientist on: December 11, 2007

By the end of 2006, Small Cap Value stocks had completed a historical 7 year run of outperformance relative to Large Cap Growth stocks. According to Prof Kenneth French’s data library, during this 7 years, Large Cap Growth returned a total of -10.35% while Small Cap Value returned a total of 266%!
2007 however [...]


Author

Michael Zhuang is principal of MZ Capital , a fee-only financial planner and investment advisor. He is a fan of David Swensen, Jack Bogle and Warren Buffet and he shamelessly steals their ideas to help clients build wealth slowly. Michael lives in Bethesda, MD, a suburb of Washington, DC. Get his free monthly investment report by email here. (What you read here is his opinion, not advice to anybody. )

Twitter: @mzhuang