Building a Smart Beta Core U.S. Equity Allocation in Mid- and Small Caps

Author(s): Jeremy Schwartz, CFA®, Director of Research and Christopher Gannatti, CFA®, Associate Director of Research
Published: January 11. 2017

We believe a focus on profitable companies is a key ingredient to WisdomTree's smart beta equity process - especially when building Indexes for mid- and small caps. Additionally, while weighting by earnings does imply a sensitivity to valuation, we believe that selecting by profitability leads to a broader array of companies, some of which deliver growth characteristics.

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