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Riding the Small-Cap Wave: Opportunities Amidst Market Volatility

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Manage episode 430485156 series 3332390
Content provided by Forager Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Forager Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

Artwork
iconShare
 
Manage episode 430485156 series 3332390
Content provided by Forager Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Forager Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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 episodes

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