Volatile earnings, severe drawdowns and high dispersion of stock returns are good reasons to be selective

Volatile earnings, severe drawdowns and high dispersion of stock returns are good reasons to be selective
Generali Investments has changed the name of its Euro Equity Mid Cap fund, to reflect the rising popularity of theme-based investing.
European equity mid and small cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
Part of the Mark Allen Group.