Position sizing in stocks: Why hit rate flatters returns

Four top small-cap funds were wrong on most stocks, yet 43 names drove all their outperformance. What it says about position size and how many stocks to hold.

Oct 31, 2026 - 20:00
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Position sizing in stocks: Why hit rate flatters returns
Four top small-cap funds were wrong on most stocks, yet 43 names drove all their outperformance. What it says about position size and how many stocks to hold.

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