John Campbell and Mark Spatt talk about their firm’s diversified small-cap strategy. This strategy focuses on how the market tends to under-appreciate improvements in the fundamentals of small companies. Mr. Campbell and Mr. Spatt believe investors need to have exposure on an ongoing basis to this asset class, and say the expected growth in earnings for small caps is two times that of large caps over the next couple of years.
Full interview available here.
Interview Highlights: Mark Roberts of WaterStone Investment Counsel on Investing Strategies
October 03, 2016
Interview Highlights: John C. Carraux and Howard D. Punch Jr. of Punch & Associates Investment Management on Investing Strategies
January 12, 2017
Interview Highlights: Jim Wright and John Fattibene of Harvest Financial Partners on Investing Strategies
August 09, 2016
Interview Highlights: Mark A. Boyar of Boyar Value Group on Investing Strategies
January 26, 2017
Interview Highlights: Mark Foster of Kirr, Marbach & Company on Investing Strategies
January 27, 2017
