- A group of small, under-the-radar tech stocks has been outperforming their larger counterparts since June, according to Jim Paulsen, the chief investment strategist of The Leuthold Group.
- He recommends that investors tilt their portfolios towards this cohort instead of the larger FANGs, which face a slew of risks including increased regulation.
- A combination of valuation, volatility, and performance factors puts these stocks in a more favorable position, he said.
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