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SMID/Micro-Cap: The Next Frontier Of Alpha In A Late-Cycle Market?

Source: SeekingAlpha

2025-12-02 04:56:00 ET

For more than a decade, large-cap giants dominated U.S. equities while small- and micro-cap stocks lagged in the shadows. Their recent rally has revived a familiar question: as the cycle moves into its later innings, could the smallest companies finally reclaim leadership?¹ Small-cap benchmarks have shown signs of life, yet they remain far behind large caps over the past 10–12 years, leaving valuations unusually depressed.¹...

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SMID/Micro-Cap: The Next Frontier Of Alpha In A Late-Cycle Market?
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