Small is Beautiful:
Finding Big Opportunities in SMID Caps
Roundtable Highlights Reels
The Virtual Panel brought together three of asset management’s best Small and Mid Cap managers to dive deep into this fascinating part of the stock market.
In these short highlight reel interviews, we focus on the key areas of debate:
- Valuation attractions relative to large caps,
- Diversification and alpha potential,
- To go global, or regional, or both?
- How market-leading experts construct balanced portfolios
With big thanks to our panellists:
Alex Funk of Portfolio Metrix,
Richard Philbin of Hawksmoor,
James Penny of TAM Asset Management,
Nick Ridgway of Pru Fund, and
Robert Doyle of bfinance
Invesco’s James Matthews sets out:
- Why invest in a slow growth Europe?
- European SMID caps often under-appreciated strong performance
- A rich, diversified opportunity set
Fidelity’s James Abela sets out:
- Why a global approach brings portfolio construction opportunities,
- Valuation attractions,
- The remarkable performance of carefully sourced stocks
Artemis’ Cormac Weldon sets out:
- How US SMID caps have been impacted by an economy riven by political and economic uncertainty
- How US SMID caps can access key sectors in tech and energy transition
- Portfolio construction