Advantages in All-Cap Investing
The above link should be read in conjunction with the "Is Domestic Really Domestic?" link. Together, the concepts they put forth, form a foundation for dismantling the dysfunctional, consultant-driven "style-box" mentality of the investment industry. If you want "true" growth, go small and/or to the emerging markets. If you want dividend income, go to the developed coountries (Europe in particular). If you want a value/contrarian play, go where the negative signs in front of the trailing, multi-year returns lead you, regardless of geography, size of company or newspaper headlines.