Why Invest in Small Caps Now

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About This Episode

My guest today believes that the underperformance of the Magnificent 7 is creating opportunities in small-cap equities as investors look to loosen their portfolio concentration in large-cap names. In addition, increased small-cap M&A activity, better credit market conditions, and a lower cost of capital, are creating fertile ground for small-cap companies.

About Our Guest

Rayna Hannaway heads the small company growth team, is lead portfolio manager of Polen Capital's U.S. Small Company Growth and U.S. SMID Company Growth strategies and is co-portfolio manager of Polen Capital's Global SMID Company Growth strategy.

Prior to joining Polen Capital in 2017, Rayna spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Rayna received a B.A. in economics from Barnard College, a division of Columbia University, where she graduated summa cum laude in 1996. Rayna is a CFA® charterholder and holds a CFA Institute Certificate in ESG investing. In 2021 Rayna launched Polen’s WISE employee resource group, with a goal to support and promote an inclusive and supportive culture for women and their allies across the asset management industry. Rayna is a member of the board of directors at Big Brothers Big Sisters of Massachusetts Bay, and board chair at RAW Artworks.

Show Notes

  • www. Polencapital.com

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