U.S. Small Caps: how did we get here and where do we go now?

Presented by

Geoff Dailey, CFA and Christian Fay

About this talk

We are pleased to invite you to a live 30-minute webcast featuring an overview on the current state of the U.S. Small Cap market. Geoff Dailey, CFA, Co-Lead of U.S. Small Cap Equities, will discuss how 2018 has been a year where we’ve had strong performance, strong fundamentals - earnings and economic - and a strong sentiment for small caps. He will also discuss how we got to this point and where he sees the market going next. Chris Fay, Portfolio Manager, U.S. Equities, will then share his bottom-up view on the Health Care sector. As the best performing sector of the small cap market so far in 2018 (+38% through September 30), he will provide a review, discuss our positioning and explain where we are still finding opportunities.

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