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Raymond James – April 2015
“Size matters not, said Jedi Master Yoda”
Raymond James Chief Investment Strategist Jeffrey Saut cites Michael Corbett’s 1st Quarter Manager Commentary at length in his investment strategy note “Size Wars.” Mr. Saut agrees with our analysis of the small/micro-cap universe beginning to outperform its large cap peers (Small/micro-caps represented by the Russell 2000 Index, and large caps represented by The S&P 500 Index, as of 3/31/15). In his opinion, “the micro-cap space is where there are a lot of mispriced stocks…. And there is little (if any) research coverage.”
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