WHY INVEST in SMALL and MID-CAP TODAY?
We believe there are numerous underlying trends in the market today that could drive U.S. small and mid-cap
equities to outperform over the next few years both on an absolute basis and relative to U.S. large cap equities.
With an accommodative Fed and a vaccine/therapeutic led path to a post pandemic economy, we see a new expansion
beginning. The last 5 expansions, as seen below, had an average duration of 8 years and an average return of over