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Size vs value: what to consider when factor investing

  • Describe the size and value factors in investing
  • Explain when and how each succeeds
  • Identify some misconceptions about size and value factors
CPD
Approx.30min

By

Jonathan Griffiths is investment product manager at EBI Portfolios

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. What is the size premium in factor investing?

  2. Which of the following is NOT a reason for describing smaller firms as more risky?

  3. Stocks with a market capitalisation close to their book value are typically considered value stocks, true or false?

  4. Which of the following is NOT a reason given for the outperformance of value stocks?

  5. Why has the size factor underperformed over the past few years?

  6. The author says small firm underperformance is a buying opportunity at more favourable prices, true or false?

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You have successfully answered all the questions correctly, well done!

You should now know…

  • Describe the size and value factors in investing
  • Explain when and how each succeeds
  • Identify some misconceptions about size and value factors

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