Wall Street weekahead: U.S. funds focus on media stocks, banks to find value as mid-caps rally

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The S&P 400 Mid-Cap index has surged to its best start to a year since 1991, bot...

NEW YORK - The S&P 400 Mid-Cap index has surged to its best start to a year since 1991, both rewarding fund managers and forcing them to work harder to seek out bargains in a group that is now the most expensive part of the U.S. market based on their historical averages.

Mid-caps are up 14 percent for the year to date and sport an average price-to-earnings ratio of 16.9 times forward earnings, for their highest valuation premiums to small-cap stocks since 2017, according to Bank of America Merrill Lynch research. Preloger’s fund is finding them in financial companies such as M&T Bank Corp and Hartford Financial Services Group Inc that are increasing their stock buybacks at the same time they have been beating analysts’ earnings expectations. Shares of M&T, for instance, are up 20.8 percent since the start of the year and trade at a forward price-to-earnings ratio of 11.8.

“Energy is very out of favor and there’s a perception that it’s a risky business because oil prices are likely to be low for a long period of time because of the market share war between OPEC and the U.S.,” he said. “But we see low volatility of demand and more discipline on the supply side.”

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