Sound Investing cover image

Sound Investing

The True Story About Small Cap Value

Jan 8, 2025
45:01

Podcast summary created with Snipd AI

Quick takeaways

  • Small cap value investments can be beneficial for long-term growth and portfolio diversification.
  • Historical performance data show small cap value stocks outperforming large-cap indices like the S&P 500 over time.

Deep dives

The Debate on Small Cap Value

The podcast delves into a debate on the effectiveness of small cap value investments among notable figures like Rob Berger, Paul Merriman, and Carsten. While some, like Rob Berger, choose to eliminate small cap value from their portfolios, others believe in its long-term benefits, especially for younger investors. The discussion highlights differing perspectives on the role of small cap value and its potential impact on investment portfolios.

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Listen to the best highlights from the podcasts you love and dive into the full episode