TY - JOUR T1 - Practical Applications of Fundamentally Weighted Global Small Companies JF - Practical Applications SP - 1 LP - 3 DO - 10.3905/pa.2014.1.4.048 VL - 1 IS - 4 AU - Peter Bull A2 - Bollen, Jennifer Y1 - 2014/04/30 UR - https://pm-research.com/content/1/4/1.12.abstract N2 - Fundamentally Weighted Global Small Companies Peter Bull Institutional investors should consider how to avoid potential pitfalls associated with using fundamental indexing in a small company universe. Fundamentally Weighted Global Small Companies , which was published in the Summer 2013 issue of The Journal of Portfolio Management , explores whether a small company universe as defined by fundamental measures of size, rather than market cap, is a step in the right direction for simple value investing.In this Practical Applications report, author Peter Bull advises investors how to think about company size in relation to fundamental economic measures and create a small company universe. He also discusses the importance of implementing market-cap bands. Bull is Head of Portfolio Construction at Ibbotson Associates .“[Investors using fundamental indexing] really are taking all of the risks inherent with a simple value strategy,” Bull cautions. ER -