The Case For Active Small Cap Investing Now – Glenmede Investment Management – 4.23.21

Overview:
Title: The Case For Active Small Cap Investing Now
Date: Friday, April 23, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand.

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.

Speaker:
Jordan Irving Jordan Irving Portfolio Manager Glenmede Investment Management LP

Jordan is a Portfolio Manager for Glenmede Investment Management LP (GIM). His primary responsibility is managing the Small Cap Equity portfolios.

Jordan joins GIM with 20 years of investment management experience. He most recently served as a founding partner and portfolio manager at Irving Magee Investment Management LLC. Previously, Mr. Irving worked as a Senior Portfolio Manager for both large and small capitalization value equity strategies at Macquarie Investment Management (formerly Delaware Investments). He began his career in 1998 with the U.S. Active Large-Cap Value team within Merrill Lynch Investment Managers where he worked for six years.

He holds a B.A. in American studies from Yale University and received a special diploma in social studies from Oxford University in England. Mr. Irving was a member of the United States Senior National Rowing Team for several years and won a World Championship title in 1997.