Small Cap Strategy
By: The Three Muskateers
Harrison Calder | Gabi Miller
The team meticulously developed a set of parameters to select small cap stocks, aiming to surpass the SPY benchmark while managing risk. Key criteria include market cap, PEG ratio, operating cash flow, and debt to equity ratio. This strategy led to an impressive 139% outperformance over a decade in backtesting, with annual rebalancing and equal weighting. The proposal involves investing in carefully chosen companies, demonstrating a potential for significant growth and resilience in the market.