A Multi-Factor Approach to Small Cap Investing .

New White Paper looks at the Nasdaq Chaikin Power US Small Cap Index

A Multi-Factor Approach to Small Cap Investing

By Chris Moyer & Efram Slen, Nasdaq Global Information Services /

Multi-factor investing has become more en vogue over the last couple of years. The Nasdaq US Chaikin Small Cap Index launched just over three years ago, and is a perfect reflection of how taking a multi-factor model and applying it to a sector of the market (U.S. Small Cap) has reaped huge rewards over time. 

The index rebalances annually, has a strong minimum liquidity requirement in place, and it has greatly outperformed its benchmark with similar volatility and industry allocations. 

Possibly the most interesting aspect of how the index has fared historically has been in how the index has performed relatively inline during bear markets, but greatly outperformed during bull markets, making the strategy a perfect fit as a core holding in one’s portfolio.

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Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.

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Download Whitepaper: Nasdaq Chaikin Power US Small Cap Index
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