ValueExpectations.com, by the founders of The Applied Finance Group is an investment blog that provides institutional quality equity research using AFG’s proprietary Economic Margin framework.
A look back at some of the valuation calls we have made in the past regarding small cap stocks in the Russell 2000. Our call to reduce exposure to small caps in 2014 has played out well, however small caps have returned to normal valuation levels. We believe that there are significant opportunities in the small cap space now and we have ended our moratorium on small caps. […]