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The Large-Cap Portfolio, + Web site: Value Investing and the Hidden Opportunity in Big Company Stocks by Thomas Villalta

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CHAPTER 1

Trends in Large-Cap Investing and the Opportunities They Present

Why am I focusing on mid- to large-cap stocks? Because this investment terrain is being abandoned. Opportunities exist where others fear to tread, and increasingly it appears that money managers and investors fear to tread in the pool of actively managed mid- to large-cap stocks. Over the past 20 years we’ve seen a paradigm shift in investment management where active management of large-cap domestic common stocks, once considered a legitimate exercise, is now held as futile. Passive strategies have gone from being niche products to being a significant part of many investment portfolios.

It’s not just that indexed equities have grown as a proportion of investments. A logical, ...

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