The Asset Class
Wall Street Ignores
A data-backed guide to the market segment where individual investors have a structural edge over every fund on Wall Street.
Source: Dimensional Fund Advisors, CRSP data 1926-2023
What’s Inside the Guide
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I.Institutional Constraints Why funds can’t participate in micro-caps
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II.Historical Performance 3.69% annual alpha, a century of data
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III.The Coverage Gap 45% of micro-caps have zero analyst coverage
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IV.Your Five Structural Advantages What you can do that they can’t
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V.Risk Framework Managing the real risks of micro-cap investing
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VI.Implementation A practical approach to getting started
“The size effect in common stocks is evidence that the capital market is not fully efficient. The anomaly is robust to different statistical methodologies and different time periods.”
Dom Wells
CEO of Onfolio Holdings (Nasdaq: ONFO), a publicly traded holding company that acquires and operates online businesses. Over a dozen acquisitions at 3-4x earnings multiples. He wrote this guide because he operates in the space Wall Street overlooks.
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27 pages of data, frameworks, and a practical approach to micro-cap investing.
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