Insights for professional investors
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Insights for professional investors
Beyond the heavyweights are the often-overlooked hidden gems, the Small Cap companies that have the potential to provide investors with substantial returns. Where are the opportunities and what should investors look out for? Three international investment experts presented interesting Small Cap strategies with a focus on Europe, Japan and the US.
Note: The following information is for institutional and professional investors from Austria, Germany, and Switzerland.
Max Godwin discusses how Japanese small caps have underperformed large caps since 2018 and how this is starting to reverse, with investors once again focusing on the attractive fundamentals. He explains how cheap valuations, ongoing corporate reform, strong balance sheets, improving margins and the recent Tokyo Stock Exchange initiative are all very supportive to this change.
James J. Harvey explains how subdued returns both absolute, as well as relative to large cap companies, have left U.S. small caps, particularly value stocks, trading on historically low valuations at a time when macroeconomic conditions are prevailing. He also highlights how the Royce US Small Cap Opportunity fund can enable investors to benefit in the current market environment.
Andrew Paisley discusses the performance of small caps in 2023, and how a tried and tested approach combining quantitative screening and fundamental analysis provides the best opportunity to add alpha in this asset class which can outperform larger companies over time.
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