Small is Beautiful: Finding Big Opportunities in SMID Caps
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
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
With big thanks to our panelists:
Alex Funk – Portfolio Metrix
Richard Philbin – Hawksmoor
James Penny – TAM Asset Management
Nick Ridgway – Pru Fund
Robert Doyle – bfinance