"I'm taking a very positive tone on where we are in the markets and making sure we put money to work now," he says. "Coming out of recession or for bear market, small cap stocks usually perform significantly better." The S&P 500 increased their payout dividend payout by 11%. So even while people may have been losing money invested in the S&P, you're actually making money by taking those dividends, reinvesting it in lower prices.