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SECTOR ETFIWMIJRBULLISHIn depth · 4/5

No single ticker was named. Small caps ETFs are one way for retail investors to get exposure. Not a recommendation.

Small-cap and mid/large value strategies near historical low valuations

The case was made that forward returns for quantitative value strategies are attractive as current portfolio valuations sit near the lower end of long-term historical ranges.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Small-cap and mid/large value strategies near historical low valuations · Zortix