The relative underperformance of US Micro and Small Cap stocks compared to US Large Cap Growth stocks challenges the traditional “higher risk, higher return” principle.

Investment returns, whether arithmetic for short-term or geometric for long-term compounding insights, serve as essential guides on successful investing.

Developing investment portfolios based on factors that have historically led to outperformance or reduced risk.

The fusion of quantitative and qualitative analysis unlocks smarter decisions and adaptable strategies.

Supporters cite empirical evidence and quick information incorporation, while critics highlight anomalies and biases.

Valuable insights into the risk and return relationship and has shaped the field of finance and investment analysis.