Daily Archives: September 3, 2026

Value and Small Caps Stage a Comeback. Will It Last This Time?

How’s that three-factor model working out for ’ya?

The famous Fama-French model from the early 1990s that inspired investors to allocate a portion of their equity strategy to so‑called value and small‑cap stocks has had a rough ride in recent years. But the tide may finally be turning—or so one can argue based on year‑to‑date performances. The question is whether the recoveries are another short-run burst of strength that runs out of road, a scenario that’s played out several times in recent years.

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