Mark Balasa
Mark Balasa
caps large last modestly relative small
Small caps are modestly overvalued, but not dramatically overvalued, relative to large caps. But we would have thought that last year.
argument portfolio strong
You could have a multi-million-dollar portfolio and still have a strong argument to have some funds.
asset broad growth interested large toward
We're very interested in broad asset classes. So many people's portfolios have gravitated toward large growth.