Why Investors Should Think Twice About Indexing Small Cap Allocations

The index-based strategy remains a popular choice for many investors, as its mechanical nature offers some benefits. But there could be costs that go beyond expense ratios that may end up costing investors more in the long run.

Join the experts at VettaFi and Avantis Investors® as they explore the way index approaches can fall short and discuss a systemic strategic approach that could serve investors better.

May 18, 2023
11am PT | 2pm ET
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Topics will include:

  • An overview of the potential shortcomings in index-based strategies.
  • An exploration of a systemic approach to managing small caps that can deliver the benefits of indexing while removing artificial constraints.
  • A review of how a well-managed small cap strategy may help a portfolio succeed in these unique times.


Mitchell Firestein

Senior Portfolio Manager
Avantis Investors®

Jeromey Thornton, CFA

VP, Senior Investment Director
Avantis Investors®

Lara Crigger


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For Financial Professional Use Only / Not for distribution to the public.

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