Webinar
Impact: learning from leaders
Better Together: The Case for Small Cap
- Date: May 9, 2024
- Start Times: 9:30 AM CT or 3:00 PM CT
- Duration: 60 min
Presenter:
Rob Harvey, CFA® Co-Head of Product Specialists and Vice President at Dimensional Fund Advisors
Session Description: Many investors believe that the S&P 500 should be the lone equity investment in their portfolios, and with the S&P 500’s recent strong performance, it can be easy to be convinced that’s a good strategy. However, ignoring the small cap segment of the market not only sacrifices diversification, but also the potential for higher returns as well. This presentation will dispel common myths associated with investing in small caps and demonstrate how pairing small caps with broad indices like the S&P 500 can provide clients with a better investment experience.