21 min

Why Invest in Small Caps Now Gaining Perspective

    • Investing

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

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

21 min