Registration is complimentary for financial advisors.
Summary: Small Caps have enjoyed a historic run from the COVID-19 bottom in 2020, leading many investors to contemplate the likely path going forward. In this presentation, we will examine asset class relationships during prior years and highlight significant shifts in the investment landscape that may signal that small-cap leadership could be durable. Additionally, we will examine the outsized impact that companies with negative earnings have had in small caps and highlight the role of investor behavioral biases in creating price distortions. Finally, we will make an investment case for why this regime change could have legs and highlight opportunities for positioning client portfolios. More...