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Why Invest in Small Caps Now
Manage episode 415460723 series 2534328
My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies.
Here are some links to learn more about Rayna and Polen Capital:
- www. Polencapital.com
443 에피소드
Manage episode 415460723 series 2534328
My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies.
Here are some links to learn more about Rayna and Polen Capital:
- www. Polencapital.com
443 에피소드
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