Jason White, Lead Portfolio Manager, Artisan Global Discovery Strategy, Artisan Partners | Jason discusses what makes the current environment attractive for investing in global SMID-caps, the role IPOs play in the investment process and the role strategic acquisitions play in driving returns for SMID-cap investors.
Listen to the full interview which covers:
- What makes the current environment attractive for investing in SMID-cap stocks?
- How do you evaluate liquidity challenges in SMID-caps globally?
- What role do IPOs typically play in your investment process, and how frequently do they present opportunities for SMID-cap investors?
- How do you respond to the view that many of the most compelling small-cap companies are now in private equity hands?
- How significant are takeovers or strategic acquisitions in driving returns for SMID-cap investors, and do you ever invest with the expectation of a transaction?
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