Funds Focus

It’s commonly accepted on Wall Street (and in academic circles) that the stocks of smaller companies outperform those of larger ones. It’s also an established fact that those smaller stocks tend to be riskier—though those who advise investing in smaller shares say that investors are rewarded for

The cycle has turned. Long gone are the days when growth stocks sat in the U.S. market’s driver’s seat and the biggest of big stocks—think, Facebook, Amazon, Apple, Netflix and Google (now Alphabet)—delivered outsized returns. Over the past year, these former highflyers came back down

When it comes to good active management, size is generally the enemy. Don’t get me wrong, there are some benefits of scale and stability that comes when moving beyond a tiny, starter-level portfolio, but the benefits of having a lot of money to invest can quickly turn into headwinds—