WEBINAR CLIPS

Why an Idiosyncratic Approach Can Work for Small Caps

In August 2024, Partners Strategy Portfolio Managers, Matt Swaim and Chris Harvey hosted a discussion on a range of topics:

  • What is the most effective idiosyncratic approach for investing in small public companies?
  • Why are small cap equities overlooked and undervalued?  How long will this persist?   What causes individual security mispricing to be resolved?
  • Why can market volatility present an opportunity for active managers in small public companies?

Strategies covered: Partners

Partners Strategy Fact Sheet
Request

Please click play on the windows below to view video clips highlighting each of the discussion topics, or play the video in its entirety by clicking the Full Recording window at the bottom.  

Portfolio Managers:

Swaim (website)

Matthew Swaim, CFA

Portfolio Manager

Harvey (website)

Christopher Harvey, CFA

Portfolio Manager

Full Recording: Why an Idiosyncratic Investment Approach Can Work for Small Caps
Length: 29:29

 

Click for GIPS report.

Past performance does not guarantee future results. Investing in securities involves risk, including the possibility of the loss of principal.

Specific securities identified and described herein do not represent all the securities purchased, sold, or recommended for advisory clients. There is no guarantee that investments in the securities identified and discussed were or will be profitable.

Please see Advisory Research’s Form ADV Part 2, which is available upon request, for more information.

Certain information contained herein constitutes forward looking statements, projections and statements of opinion (including statements of financial market trends). Such information can typically be identified by the use of terminology such as “may”, “will”, “should”, “expect”, “anticipate”, “project”, “estimate”, “intend”, “continue” or “believe” or comparable terminology. All projections, opinions and forward looking statements are based on information available to Advisory Research as of the date of this presentation, and Advisory Research’s current views and opinions, all of which are subject to change without notice. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in forward looking statements. Additionally, information and views presented herein may be drawn from third-party or public sources which are believed, but not guaranteed, to be reliable and which have not been verified for accuracy or completeness.
 
Advisory Research is providing this material for informational purposes only.  The information provided is not intended to recommend any company or investment described herein, and is not an offer or sale of any security or investment product or investment advice.  Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country or place of residence. 

Advisory Research’s strategies are actively managed and not intended to replicate the performance of any cited index:  the performance and volatility of Advisory Research’s investment strategies may differ materially from the performance and volatility of a cited index, and their holdings will differ significantly from the securities that comprise the index.  You cannot invest directly in an index, which does not take into account trading commissions and costs.  

Advisory Research is an investment adviser in Chicago, IL. Advisory Research is registered with the Securities and Exchange Commission (SEC).  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Advisory Research only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of Advisory Research’s current written disclosure brochure filed with the SEC which discusses among other things, Advisory Research’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.