The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Wally Mastroly who wrote (4081)	3/24/1999 8:56:00 PM
From: Justa Werkenstiff	Read Replies (3) of 15132

Wally: "While some of the reasoning offered is valid, I believe the primary reason for the significant outperformance of the S&P 500 is a shift in investor sentiment toward large cap issues..." Yes, I call it index investing, closet index investing by portfolio managers and general performance chasing. They might tell you it is the liquidity of the large caps, but if the money flow shifted to the small caps to create an outperformance run, do you think we would hear anyone voice a liquidity concern? Hell, no. They would be too busy piling in to care.

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