Learning from Leaders Webinar

Better together: The case for small caps

Many investors believe that the S&P 500 should be the lone equity investment in their portfolios, and with the S&P 500's recent strong performance, it can be easy to be convinced that's a good strategy. However, ignoring the small cap segment of the market not only sacrifices diversification, but also the potential for higher returns as well. This presentation will dispel common myths associated with investing in small caps and demonstrate how pairing small caps with broad indices like the S&P 500 can provide clients with a better investment experience.

Thursday, May 9, 2024, 9:30 AM CT or 3:00 PM CT

Speakers

Rob Harvey

Rob Harvey
CFA, Co-Head of Product Specialists and Vice President
Dimensional Fund Advisors







Let’s start with some basics