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Riding the Small-Cap Wave: Opportunities Amidst Market Volatility

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Manage episode 430485156 series 3332390
Indhold leveret af Forager Funds. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Forager Funds eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements.

They discuss recent market volatility, spotlight resilient companies with strong recurring revenue, and share their stock-picking strategies. The episode also covers risk management approaches and provides insights on future market trends.

Tune in as they discuss current opportunities, from small-cap recovery to potential high-performing sectors.
"The small-cap market has been a challenging space, but within it, there are high-quality businesses with strong recurring revenue and free cash flows, presenting significant opportunities for investors."

  continue reading

32 episoder

Artwork
iconDel
 
Manage episode 430485156 series 3332390
Indhold leveret af Forager Funds. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Forager Funds eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

As we close out the 2024 financial year, in Episode 32 of Stocks Neat, CIO Steve Johnson, and Portfolio Manager Alex Shevelev, do a deep dive into the state of small-cap stocks and the latest market movements.

They discuss recent market volatility, spotlight resilient companies with strong recurring revenue, and share their stock-picking strategies. The episode also covers risk management approaches and provides insights on future market trends.

Tune in as they discuss current opportunities, from small-cap recovery to potential high-performing sectors.
"The small-cap market has been a challenging space, but within it, there are high-quality businesses with strong recurring revenue and free cash flows, presenting significant opportunities for investors."

  continue reading

32 episoder

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