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  • Kiplinger

    Small-Cap Value Stocks: This Time, Things Are Not Different

    by John R. Mowrey, CFA, Contributing Writer, Allianz Global Investors Jun 17, 2020 3 minutes

    Investors wondering about ways to re-risk portfolios after the COVID-19 pandemic should consider increasing allocations to U.S. small-cap value stocks. Following years of underperformance and a collapse in valuations in March, these equities appear poised for a long-awaited, sustained rebound.

    Proponents of value investing have been predicting a great rotation from growth to value stocks for years. So, why should investors believe it now?

    Because this is not my personal opinion, but rather a conclusion drawn from a thorough analysis of prior disruptions dating back to 1937 in which the spread between dividend yields on small-cap

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