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Special Report

Mid-caps: The Best Of Both Worlds

by Irene Tunkel, Chief Strategist   Guy Russell, Associate Vice President  

Mid-caps are the best of both worlds and are an excellent strategic overweight thanks to their size premium, but also better financial quality and higher dividend yield than Small. We are bullish on Mid near term and believe that this may be a great trade. We will initiate a position in the S&P 400 as a tactical overweight but will monitor it very closely.

BCA Research | Equity Analyzer

Macro, fundamental, and quantitative analysis translated into actionable equity views across sectors, factors, themes, and baskets.

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