2017: Year of the Small-Cap Stock

Ronald Sanchez, Chief Investment Officer, featured in Barron's

03.27.2017 - Ronald J. Sanchez, CFA


Ronald Sanchez Interview with Barron's

In this year's Barron's Penta survey of 40 of the nation's top wealth management firms published on March 25, asset managers were asked which portfolio calls they are recommending to wealthy clients. In the accompanying article titled, “2017: Year of the Small-Cap Stock,” our Chief Investment Officer, Ronald Sanchez, opined, "This has been a U.S. large-cap world since the credit crisis. The asset class has returned an average of 18.5% annually since 2008, but relying on large-caps to the same extent is no longer prudent. This year will be a much better environment for smaller companies.”

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