High-Quality Midcap Value

The Case for Common Sense


This paper makes the case that today is as compelling a time to buy the highest quality Midcap firms trading at below-market prices as it was at the peak of the internet bubble. Our primary points are as follows:

  1. A Rare Entry Point: Midcap value has been decimated, creating a rare entry point for an asset class that has a 60-year history of generating high compound returns vs. Midcap & the S&P500
  2. The Rise of the Wretched: Low-quality firms have rallied in a manner last seen only into the peak of the internet bubble
  3. The Might of High-Quality Midcap Value: Purchasing High-Quality Midcap firms at below-average prices has historically offered investors some of the best risk-adjusted returns

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Kailash Capital and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.