Small Caps, Big Opportunities

Disruptive Forces in Investing

U.S. Small Cap equities are at a critical juncture. Not only has the valuation gap between Small and Large-Cap stocks grown exceptionally wide by historical measures, but numerous Small-Cap macro tailwinds also appear to be gathering force. So, why is active management crucial for navigating this segment? How are reshoring and deglobalization trends influencing these companies, and what does the year ahead have in store for Small Caps?

In this episode of Disruptive Forces, host Anu Rajakumar is joined by Gregory Spiegel, Portfolio Manager on our Small Cap Team. Together, they explore the dynamic and evolving landscape of this asset class and discuss what opportunities lie ahead.

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