Why Invest in Small Caps Now

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Gaining Perspective

Advisor Perspectives

441 episodes

3 months ago

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.

All content for Gaining Perspective is the property of Advisor Perspectives and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Why Invest in Small Caps Now

Gaining Perspective

21 minutes

1 year ago

Why Invest in Small Caps Now

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