Focusing on Growth (Not Market Cap)

Focusing on Growth (Not Market Cap)

From Masters in Business by Bloomberg

May 7, 2026 · 14 min

About this episode

Barry Ritholtz speaks with Rob Arnott about a new index focusing on company growth rather than market cap.

Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). Each week, “At the Money” discusses an important topic in money management. From portfolio construction to taxes and cutting down on fees, join Barry Ritholtz to learn the best ways to put your money to work. See omnystudio.com/listener for privacy information.

People in this episode

Host: Barry Ritholtz

Guest: Rob Arnott

Topics covered

  • growth investing
  • market cap
  • index funds
  • money management
  • portfolio construction

Keywords

  • growth
  • market cap
  • indexes
  • Research Affiliates
  • money management
  • portfolio construction
  • investing

Mentioned in this episode

Organizations: Research Affiliates, Bloomberg

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