10X Capital Podcast
The 10X Capital podcast interviews the world's premier institutional investors to deliver insights on how they manage their capital. Interview topics include investment decision frameworks, capital allocation strategies, GP/LP relationships and many more.
E115: Is the 60/40 Portfolio Outdated? w/James Langer
James Langer, Chief Executive Officer and Chief Investment Officer at Redmont Wealth Advisors sits down with David Weisburd to discuss how Reason small cap stocks are crushing large caps, the academic approach to outperforming with small cap strategies, and the history of top stocks since 1926.
Key Points
- Small cap value stocks have historically outperformed large cap growth stocks, offering an annualized return of 14.3% compared to 10.2% since 1926.
- Institutional investors often avoid small cap value strategies due to the challenges of deploying large amounts of capital without significantly impacting stock prices.
- An optimal investment portfolio should include a diverse allocation, with a significant portion in actively managed small cap stocks to harness their potential for higher returns.
Chapters
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| 29:41 |
Transcript
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