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The Sweet Spot: Why Mid-Cap Value Now

Read the Special Global Equity team’s piece detailing the case for allocating to mid-caps now.


3/20/2024

12 min read


Topic

Equities

Key takeaways

  • While aggregate market valuations have been coming off peak levels, evidence suggests we’re in the early innings of mid-cap value relative performance.
  • Given the underrepresentation of mid-caps in portfolios, the Special Global Equity team believes now is a good time to allocate to this equity sweet spot.
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