Andrew Gowen, Portfolio Manager & Director of Research, Bell Asset Management | Andrew explores the case for including small and mid-cap (SMID) equities in diversified portfolios and the structural growth advantages that SMID caps offer.
Listen to the full interview which covers:
- Why do you advocate for SMID caps inclusion in equity portfolios?
- What are the growth figures that underpin SMID cap equities that support your thesis for their inclusion in equity portfolios?
- Why have SMID caps recently endured a period of underperformance?
- What’s to come in SMID cap equities?
- What are the key risks for equities investors to consider that may or may not impact the SMID cap segment?
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