How to Get a Small Cap Premium?

Rebecca: What do you think is the most optimal way for retail investors to get exposure to the small cap premium? Rebecca: If we try and buy just one of the traditional small cap value something, it might not be filtering for those additional layers. And then simply by being long only, you will have more likelihood of having more small caps than its outcome.

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Episode notes

IN THIS EPISODE, YOU’LL LEARN:

03:21 - What is factor investing?
03:21 - Why does factoring investing work?
12:10 - What factors Pim thinks are the most relevant going forward.
15:40 - Why small cap and value factors have performed poorly over recent years and does this mean these factor premiums are dead.
33:38 - How to get higher returns by taking on less risk.
45:09 - What is a low volatility investing strategy?
51:13 - Is including more factors in your portfolio better?
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Paradox Investing.
Pim’s Book: High Returns from Low Risk: A Remarkable Stock Market Paradox.
Related Episode: Factor Based Investing w/ Jack Vogel - TIP269.

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