The Downsides of Small Caps

Eric Lefkowitz: There's not a lot of bottom up driven research or analysis and how the allocation goes. And for us, we're the opinion that you don't have to have small caps. We've proven that by starting a small cap fund and not having any small caps. But yeah, I think it's just the group trade, the passive flows and the really lack of bottom up research. He says everyone should invest today in Palm Valley capital fund PVC MX.