Many investors have preconceived notions of the small cap market. We’ll debunk five myths to small cap investing and discuss how our unique perspectives uncover opportunities. We will discuss:
Myth 1: U.S. equity markets are completely efficient
Myth 2: Quality companies don’t exist in microcap
Myth 3: Valuation doesn’t matter in small cap growth investing
Myth 4: Small cap growth = momentum stocks
Myth 5: Now is the wrong time to invest in small caps
Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.
Ward Sexton is a Portfolio Manager on the Small Cap Growth strategy. Previously, he was an Associate Portfolio Manager on the Small Cap Growth strategy and a Research Analyst. He joined the team in 2001 and covered Resources, Financials and Consumer companies at various points during his time as an analyst. He joined William Blair & Company in 1999 and worked in the firm’s corporate finance group for two years. Ward is a member of the CFA Institute and the CFA Society of Chicago. Education: B.S., Finance with honors, University of Illinois Urbana-Champaign; M.B.A., high honors, University of Chicago Booth School of Business.
Seema Outarsingh is the Advisor Solutions group’s Manager of the Sales & Service Team. She joined the Investment Management Department in October 2010 as an Internal Sales Associate. Previously, Seema worked with high-net-worth clients in William Blair’s Private Client Advisors group. She has more than 20 years of industry experience in client relationship and business development. Seema serves on the education committee for the Daniel Murphy Scholarship Foundation. Education: B.S., University of Cincinnati.
|Title: 5 Myths to Small Cap Investing|
|Date: Tuesday, June 19, 2018|
|Time: 1:00 PM Eastern Daylight Time|
|Duration: 1 hour|
For Financial Professionals Only.
This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions. Any discussion of particular topics is not meant to be comprehensive and may be subject to change. Any investment or strategy mentioned herein may not be suitable for every investor. Information and opinions expressed may not reflect the opinions of other investment teams within William Blair. Information is current as of the date of this material only and subject to change without notice.
Investing involves risks, including the possible loss of principal. Equity securities may decline in value due to both real and perceived general market, economic, and industry conditions. Investing in smaller companies involves special risks, including higher volatility and lower liquidity. Small cap stocks are also more sensitive to purchase/sale transactions and changes in the issuer’s financial condition. These risks are intensified for investments in micro-cap companies.