Small/Smid Cap Stocks: The Overlooked Asset Class
Thursday, June 27, 2024

An Overtightened Spring Positioned to Uncoil The stock market is now poised for a meaningful shift that could favor small- and small-mid-cap (smid) stocks over the next several years. History tells us the long-term relationship between small-cap performance versus large-caps runs in cycles. Conditions seem to indicate that a cycle shift is near. While no one can know the precise timing, large/small relative valuations, the relationship between interest rate cycles and the stock market, and earnings growth trends all point to a potential resurgence of quality small- and smid-cap equities.

Dennison T. Veru
Senior Partner,
Chief Investment Officer

Frank Galdi
Partner,
Chief Risk Officer & Deputy Chief Investment Officer

Marc Shapiro
Partner,
Senior Portfolio Manager, Core Equity Strategies

Garo Norian, CFA
Partner,
Associate Portfolio Manager, Core Equity Strategies

Dawn Brock
Partner,
Associate Portfolio Manager, Core Equity Strategies

Christopher Mashia, CFA
Senior Vice President,
Core Equity Strategies

Amrita Thapa, CFA
Managing Director,
Risk Management & Client Solutions

Allison J. Chase, CIPM
Senior Vice President,
Institutional Client Service & Marketing Analytics

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