The featured White Paper by MFS present a data-driven case for revisiting midcap equities as a compelling allocation within institutional portfolios.
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Structural advantage: Midcaps historically delivered a 1–1.5% annualized return premium versus large caps, supported by lower analyst coverage and broader sector diversification.
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Attractive entry point: Current midcap valuations are near 20-year lows, suggesting potential upside as concentration in large caps peaks.
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Alpha potential: Elevated return dispersion and under-researched opportunities enhance scope for active outperformance.
Could midcaps be the next driver of equity alpha as markets rebalance away from mega-cap concentration?
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