Small Caps | Jonathan Satovsky

Small Caps | Jonathan Satovsky

March 1, 2025 | New York City

Jonathan Satovsky delves into the performance of small-cap stocks compared to large-cap stocks, noting that historically, small companies generate a premium over larger ones. However, current underperformance is attributed to liquidity issues and the psychological impact of market volatility on investors. Jonathan emphasizes the importance of a long-term perspective and the ability to endure periods of underperformance to capture the historical premium of small-cap investments. He concludes by reflecting on the choice between investing in underdogs versus frontrunners, highlighting the need for alignment with individual investment philosophies and risk tolerance.
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Disclosures

This blog post is not intended to be, nor should it be construed or used as, an offer to sell, or a solicitation or offer to buy any securities or interests in any strategy offered by Satovsky Asset Management, LLC (“SAM”). SAM is a registered investment advisor with the Securities and Exchange Commission – for more information see www.adviserinfo.sec.gov. Please remember that different types of investments involve varying degrees of risk, and that past performance is not indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the strategies recommended or undertaken by SAM) will be profitable. Market index information shown herein is included to show relative market performance for the periods indicated and not as standards of comparison. The market volatility, liquidity and other characteristics of SAM’s portfolio composition are materially different from the securities listed on public market indices. Market index information was compiled from sources that SAM believes to be reliable. No representation of guarantee is made hereby with respect of the accuracy or completeness or such data. Opinions are as of date of video and are subject to change. A copy of SAM’s current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. SAM undertakes no duty to update information presented herein.

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