High-Quality Midcap Value

The Case for Common Sense

Introduction:

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

Subscribe below to our Premium or Basic Plans to receive the full pdf.

Disclaimer

The information, data, analyses and opinions presented herein (a) do not constitute investment advice, (b) are provided solely for informational purposes and therefore are not, individually or collectively, an offer to buy or sell a security, (c) are not warranted to be correct, complete or accurate, and (d) are subject to change without notice. Kailash Capital, LLC and its affiliates (collectively, “Kailash Capital”) shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, the information, data, analyses or opinions or their use. The information herein may not be reproduced or retransmitted in any manner without the prior written consent of Kailash Capital. 

Kailash Capital, in preparing the information, data, analyses and opinions presented herein, has obtained data, statistics and information from sources it believes to be reliable. Kailash Capital, however, does not perform an audit or seeks independent verification of any of the data, statistics, and information it receives. 

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.