))
The contrarian case for small-caps in 2023
Manage episode 350342144 series 3332390
Вміст надано Forager Funds. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Forager Funds або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In the latest episode of Stocks Neat, which is our final episode of 2022, Steve and Gareth are discussing small-cap stocks and why they might be an interesting place to be investing in 2023. Small-caps have been hit harder than the rest of the market, so many are already looking very cheap as we head into an expected recession. There is no new whisky tasting this time, but Gareth and Steve recap their favourite bottle from previous episodes.
Harvey Migotti, co-portfolio manager of the Forager International Fund, joins Steve for a deep dive on Yeti, one of the small-cap stocks in the fund portfolio, and why they believe this is a great business to own. Make sure you don’t miss this interesting discussion.
We'd love your feedback. If you like what you’re hearing (and what we're drinking), be sure to follow and subscribe - we're doing this every month.
You can also find us on:
Twitter - @ForagerFunds
Facebook - Forager Funds Management
LinkedIn - Forager Funds Management
Instagram - Forager_Funds
For regular videos, investment insights, and fund updates, visit www.foragerfunds.com.
33 епізодів
Поширити
