Do you feel that the broader underperformance is over?
I do not know. The fact is that smaller companies get beaten down much more in a rough economic condition and they are also more vulnerable. But they have a very limited case; most investors can do without a focussed portfolio of small companies and midsized companies. Also, given the steep decline and the grim outlook, most of the big turnarounds in the market are normally led by the largecaps and we have seen that even ..
