Keel Point Insights

Check out our guides, tools and research for expert help on all your
life planning, wealth planning, and familiy management questions!

Articles
& Videos

Awards &
Press Releases

Investment
Bulletins

Keel Point
in the News

Financial Planning: Worst-Performing Small-Cap Funds of the Decade

Keel Point
November 30, 2020
Graph analyzing the decade's worst performing small-cap funds

Matt Kerr offered insights into why value stocks underperform growth stocks in Financial Planning’s recent article. The piece discussed the top 20 worst-performing small-cap funds over the last 10 years and why they underperformed compared to growth.

Read the Article

Matt Kerr is a Senior Wealth Advisor in Keel Point’s office in Chattanooga, TN. Previously a member of the firm’s Investment Team, Kerr also worked in Corporate Development at Regions Bank and holds both a Bachelors in Economics and a Masters in Finance.

Related News & Articles

Market Recap – March 13, 2023

After the failure of Silicon Valley Bank (“SVB”) last Friday and Signature Bank on Sunday (yesterday), the U.S. Treasury, FDIC and Federal Reserve are using emergency powers under the systemic risk exception to make whole all depositors, not just those with deposits...

read more

Market Recap – March 6, 2023

With inflation not coming down as quickly as hoped and the global economy holding up better than expected, investors are looking for interest rates to remain higher for longer, resulting in a negative impact in equity markets – the S&P 500 being down 3.2% over the...

read more