Boyar Value Group Blog

Small-Cap Stocks Can Shine in a Recession

Written by Jonathan Boyar | Nov 22, 2023

“History suggests that leadership of the stock market could soon pass from large-caps to small-caps—especially if an economic slowdown lies ahead. Over the past 11 recessions, small caps have beaten their larger cousins by over 16% during the 12 months after a recession started. Consider the periods before and after the dot-com crash. The S&P 500 outpaced the Russell 2000 by eight percentage points a year from 1995 to 2000. But from 2001 to 2004, the S&P 500 lost about 2% even as the Russell 2000 value gained 80%. Beyond favorable valuations, small-cap stocks have the strong dollar going for them, since they tend to outperform during periods of sustained dollar strength” says Boyar Research President Jonathan Boyar.

Read the full article below outlining the investment cases for three small-cap stocks that we believe are attractively priced drawn from our recent Boyar Opportunity Reports.

To read the full article, click here.

 

 

 

 

 

 

 

 

 

 

 

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