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Jun 06 2024
Of Special Interest

Research Preview: Small Caps, Small Returns

  • Jun 6, 2024

Despite the overwhelming superiority of small cap returns, historically, during the winter months, the last three years have not followed the script. Three consecutive failures of this powerful seasonal influence make us curious if there are other market conditions that may be negatively influencing the smalls.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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