March 10, 2015

New Arnerich Massena White Paper: Mid Cap: The Goldilocks Asset Class

Domestic mid cap stocks may be on their way to being dubbed “the Goldilocks asset class.” This is the thesis of Arnerich Massena’s newest white paper, which analyzes long-term risk and return trends of U.S. mid cap stocks versus other U.S. equity asset classes. Historically, mid cap stocks seem to fit into a “sweet spot” of higher return for lower risk — so much so that they could be said to earn Goldilocks’ exclamation of “juuuuust right.”

The paper examines possible factors that may contribute to the long-term opportunity mid cap stocks represent, from business cycle to earnings growth, and includes a discussion on how to position mid cap stocks within a portfolio.

To read the white paper, click here.