The Best Opportunity
Is Rarely the Obvious One

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Our portfolio managers and analysts discuss differentiated approaches to pursuing alpha in small caps.

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Finding Opportunities in Small Cap

02:21

Small-cap stocks can be underappreciated by investors due to a short term focus, lack of understanding, and/or lack of information, which create opportunities to add alpha.

PLAY VIDEO

Finding Opportunities in Small Cap

02:21
Small-cap stocks can be underappreciated by investors due to a short term focus, lack of understanding, and/or lack of information, which create opportunities to add alpha.

We’re willing to look beyond 90-day reporting increments and more toward 3-, 4-, or 5-year timeframes when we’re trying to ascertain how large a company’s earnings stream can grow.

Corey Tobin, Partner
Research Analyst, U.S. Growth Equity Team

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