Style of Picks

Quality strategy

Size Factor (Small-Cap Premium)

Hold a diversified basket of smaller companies to capture the long-run premium that has historically compensated for their higher risk and thinner coverage.

3–5+ years; expect sharp interim drawdownsBeginner–Intermediate

Rolf Banz, “The Relationship Between Return and Market Value of Common Stocks” (1981); formalized as SMB by Fama & French (1993)