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:
- 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
- The Rise of the Wretched: Low-quality firms have rallied in a manner last seen only into the peak of the internet bubble
- 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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