Goose Eggs – Small Cap ValueEric Cinnamond
When I recommended returning capital in 2016, I felt small cap stocks were broadly overvalued. The cash in the portfolio I was managing was rising to record highs and I was unable to find investments I felt would adequately compensate clients for risk assumed. Hence, I felt the best course of action was to return capital. Two and a half years later, the investment and economic landscape has changed considerably and currently appears to be in transition.
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