Small, Mid or Large Cap? The Best of Those Worlds Might Be All Cap
Portfolio managers Austin Hawley, CFA, and Rick Snowdon, CFA, discuss the benefits and risks of a concentrated portfolio and where in the market they’re finding the most attractive valuations.
As of 31 Jan 2022, Diamond Hill owned shares of Energy Recovery Inc.
S&P 500 Index measures the performance of performance of 500 large companies in the US. S&P SmallCap 600 Index measures the performance of small-cap companies in the US. The index(es) are unmanaged, market capitalization weighted, include net reinvested dividends, do not reflect fees or expenses (which would lower the return), and are not available for direct investment.
The views expressed are those of the speakers as of February 2022 and are subject to change without notice. These opinions are not intended to be a forecast of future events, a guarantee of future results, or investment advice. Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results.