Name
Equity Diversification
Date & Time
Thursday, October 3, 2019, 10:00 AM - 10:15 AM
Jim Shore
Description
The Value of an Allocation to Global Small Cap
  • Global small caps have delivered more compelling long-term absolute and risk-adjusted returns compared to large caps;
  • For long-term investors, global small caps have delivered consistent outperformance and may provide diversification benefits;
  • Small caps have tended to deliver faster earnings growth and provide investors with access to a much larger and more dynamic universe of companies;
  • In an environment of elevated trade tensions, the domestic nature of small caps may benefit investors;
  • Small cap markets have been less efficient, providing opportunity for skilled managers;
  • An active approach may also be better suited to deal with inherent risks of the asset class, including liquidity, ESG and other stock specific risks;
  • Advantages of a global small cap approach vs a regional small cap approach;
  • The strength of small caps during market rebounds and the challenges of timing the asset class. Performance of small caps prior to, during, after market downturns.
Session type
Conference session 2