Global SMID Caps - 2020 alpha is hiding in plain sight

Ned Bell | Bell Asset Management | 22 August 2019 | 0.25 CE

At a time when investors are seemingly hand wringing over the multitude of earnings, valuation, macro and geopolitical risks, one of the best performing equity sub-asset classes over 20 years is seemingly being ignored. Global Small- and Mid-Cap (SMID) equities come with less valuation risk than large cap growth equities, less earnings risk than emerging markets equit...