Markets over-reacting

When we design our portfolios, we don't focus on just the large popular company sector (referred to as Growth companies).
Rather, independent evidence suggests there is a higher expected return available for investors from investing in Smaller companies and Value (less popular) companies. We believe these proven areas of higher expected return are a risk worth taking. However, like any risk, they aren't guaranteed and don't show up all the time.
Here are a couple of short, two minute, videos that explain how this Value premium works and why we think it's worth persisting with.