Uncover Mid Caps’ Overlooked Value
Download our research on the resilience of Mid Caps
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Amid the ongoing COVID-19 crisis, market swings caused by the pandemic have created an opportunity for investors to reposition their portfolios. Conventional wisdom states that large-cap stocks hold up best in market downturns and small-cap stocks lead in a recovery, but our research may surprise you.

Our analysis found that during periods of systemic risk since the mid-1990s, contrary to conventional wisdom, large caps did not fall the least and small caps did not lead recoveries. Instead, mid caps historically fared the best and showcased resiliency during these times.

Access our latest whitepaper “Mid Caps Defy Conventional Wisdom in Crisis and Recovery” to discover how mid caps managed to outperform large and small caps during the Asian Currency / Russian Financial Crisis, the bursting of the dot-com bubble, and the Great Financial Crisis.

Through this whitepaper, our experts uncover the resilience of mid caps, as well as considerations for adding them to a portfolio by exploring:
  • The performance of large-, mid-, and small-cap exposures during past crisis periods
  • Risk / return metrics for broad-market and style exposures during these periods
  • Qualities that may help companies rebound from crises


Complete the form to download now, as the economic crisis sparked by the COVID-19 pandemic will likely qualify as a fourth crisis period.
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