How do you pursue outperformance of the market without trying to outguess the market with specific stock or industry picks?

You leverage Nobel Prize winning research, empirical evidence, and actionable insight that doesn’t require picking individual companies. As one example, from 1975-2017 small company stocks have outperformed large company stocks by an average of +3.5% per year. We refer to this extra performance as the size premium. The size premium has existed going back to 1927. However, over the past two decades, the number of public company companies in the US has been reduced by about 50%. Does the small premium still exist despite there being fewer number of companies? Check out the video below which highlights the persistence of the size premium despite there being fewer public US stocks.

How often do small companies outperform large companies?

Investment advisory services are offered through Delap Wealth Advisory LLC, an investment advisor registered with the U.S. Securities and Exchange Commission. Delap Wealth Advisory only offers investment advisory services where it is appropriately registered or exempt from registration after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A and ADV Part 3 brochure documents. All tax services are provided by Delap LLP, the parent-company of Delap Wealth Advisory LLC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

How do you pursue outperformance of the market without trying to outguess the market with specific stock or industry picks?

How often do small companies outperform large companies?

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