- Obtaining small cap exposure: strategies and approaches
- Unpacking the key characteristics of successful small cap securities
- Capturing the premium: strategies for investing in the best small cap stocks
Unlocking the Potential of Small Cap Investing
ABOUT THE EVENT
ABOUT
As asset allocators look for ways to diversify their portfolios and gain an edge in the market, small cap stocks could be a potentially attractive solution. Interest in small cap securities has seen a notable uptick in recent months, with the UK small cap market garnering particular attention. Record-breaking proportions of fallen angels being squeezed out of the mid- or large-cap indices and increased merger activity in the small cap market indicate superior growth prospects for asset allocators seeking high returns.
While most strategies that deviate from the market provide a small cap bias, some may question, does this go far enough? What are the best strategies for capturing the asset class when it outperforms and how can investors manage risk and volatility when investing in small caps?
Hosted by Asset Allocator in partnership with Dimensional Fund Advisors, this breakfast roundtable will convene market-leading investment professionals seeking to gain small cap exposure and capture the securities that deliver the premium. Chaired by David Thorpe, Contributing Editor for Asset Allocator, and following Chatham House rules, roundtable participants will debate and discuss various strategies and approaches for successfully investing in small caps.
KEY DISCUSSION POINTS
WE'LL SEE YOU IN
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The service’s proprietary fund and asset allocation databases, compiled using information provided by the UK’s leading DFMs, give readers unique insights into the issues that drive investment decisions.
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