10 things you should know about small cap value

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By Paul Merriman / December 13, 2017
Small cap value continues to be an asset class that Paul recommends for all investors.  Of course, for retired investors it may be a very small part as their position in equities is low. For first-time investors following Paul and Chris’ target date fund recommendations, the super-charged asset class may take up the entire portfolio. Most investors will be surprised to learn that small cap value is low risk compared to the conservative S&P 500. In this discussion Paul references this study by Chris Pedersen, Resilency: How Fast Do Different Asset Classes Recover?