Small is Beautiful: Finding Big Opportunities in SMID Caps
July 4, 2025 - 2:30 pmSmall is Beautiful – Finding Big Opportunities in Global and Regional SMID Caps
We explore the compelling case for small and mid-cap (SMID) equities in today’s shifting global landscape. With large-cap dominance under scrutiny and market dynamics evolving, SMID caps are attracting fresh attention from investors seeking growth, innovation, and overlooked value.
Our expert panel will discuss:
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Why small is back in focus – macro and structural tailwinds favouring SMID caps
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Global vs regional – where the most compelling opportunities lie
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Risk vs reward – managing volatility and liquidity
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Accessing alpha – how active managers can uncover hidden gems
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US uncertainty – what the MAGA agenda means for smaller companies in the US and further afield
We welcome expert portfolio managers’ James Abela of Fidelity exploring the global opportunity set, and Cormac Weldon, US equity leader from Artemis. Our panelists include expert investors in manager search and selection and capital deployment.