Three empirical reasons small-caps set to outperform in 2024 by as much as 50%. R2K EPS growth +690bp faster but trades at a 41% P/E discount. Feb Core PCE (Fri) likely below consensus = good

VIDEO: There is a trifecta of factors supporting small-cap outperformance in 2024 and we detail the fundamental case for small-caps in this video (duration: 3:26).

Recently, I was a panelist at an investment conference (thank you, Stephanie Link, for inviting me) and a snarky panelist, a hedge fund manager, started to ridicule the idea of buying small-caps. To me, this was a confirmation signal that small-caps a...

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