Hunter Frey, Analyst
Hunter Frey, Analyst

Chart of the Week: Small-Cap Value Outperforms Large-Cap Value Over the Past 20 Years

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Chart of the Week | September 06, 2021
Macro Insights

Small-Cap Value Outperforms Large-Cap Value Over the Past 20 years

  • Despite information asymmetry, small cap value has outperformed large-cap value over the past 20 years.
  • With inflation increasing, value remains poised to outperform as pandemic stocks gradually cool-off.
  • Value vs. growth arguments still have their respective opinions, but historically this current type of economic environment has benefited value investors.
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Hunter Frey, Analyst
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Hunter Frey is an Analyst at Catalyst Capital Advisors, LLC and Rational Advisors Inc. covering all in-house equity strategies and an insider buying income-oriented strategy at Catalyst Funds. Mr. Frey received a Bachelor of Science degree in International Business with a focus in Spanish from Gardner-Webb University, Godbold School of Business, and is in pursuit of a Master of Business Administration in Economics and Finance from New York University, Stern School of Business.

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