Articles & Insights
Tacita Capital Commentary  |  15 February 2011

The Sweet Spot

Investors face the challenge of funding decades of retirement in an environment of low interest rates and lacklustre stock valuations. For many, earning market returns alone will not suffice. Hence, thoughtful portfolio construction needs to incorporate asset classes that have higher long-term expected returns. In this regard, small company or small cap value stocks – the stocks of smaller companies that are low priced in relation to earnings, dividends and book value – have a critical role. Read more >