A New Market Regime: Opportunity for Investing in Durable U.S. Small-cap Stocks

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Presented by

Matt McGeary, Eagle Asset Management; Jason Wulff, Eagle Asset Management, Nick Fitzpatrick, Funds Europe

About this talk

Join us on 3rd of June, when Matt McGeary, CFA, and Jason Wulff, CFA, Portfolio Managers from Eagle Asset Management, an affiliate of Carillon Tower Advisers, will present, “A new market regime: Opportunity for investing in durable US small caps.” Their discussion will focus on: • The opportunity of small caps – accelerating innovation and demographic changes may reward companies that can nimbly adapt and exploit their intellectual capital • The evolution of the small cap universe – with the increase in the number of non-earners, the rise of passive investing and algorithmic trading – it is more evident to find companies with durable franchises. • With the rush to add liquidity to the market at each downturn and increasing influence from policy makers and politicians, employing a disciplined process may help to avoid unintentional outcomes and drive positive outcomes

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