Small caps - taking a breather or taking off?

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We believe that there are always reasons for investors to consider U.S. small-cap stocks for their portfolios, and the asset class remains compelling today, even in light of recent strong performance. 

The asset class floundered around the time of the Covid-induced market bottom in March 2020. But in the months that followed, the asset class rebounded strongly. More strongly, indeed, than large caps. But then, in the spring of 2021, small caps started to underperform. So the question now is: Are small caps just taking a breath?

Join us for a CE webinar featuring Scott Conlon, Senior Equity Specialist and Tim Skiendzielewski, Equity Investment Director of abrdn as they outline the state of the small caps today and detail the timely opportunities the asset class presents.

Learning Objectives: This webcast provides key insights and actionable strategies for small cap investment diversification. Some of the topics that will be addressed include:

• Current economic  themes impacting equities and small caps,
• How the small cap asset class has performed throughout the pandemic and the outlook ahead,
• The benefits of investing small caps within a diversified portfolio.

The information contained herein is intended to be of general interest only and does not constitute legal or tax advice. abrdn does not warrant the accuracy, adequacy or completeness of the information and materials contained in this document and expressly disclaims liability for errors or omissions in such information and materials. abrdn reserves the right to make changes and corrections to its opinions expressed in this document at any time, without notice. Some of the information in this document may contain projections or other forward-looking statements regarding future events or future financial performance of countries, markets or companies. These statements are only predictions and actual events or results may differ materially. The reader must make his/her own assessment of the relevance, accuracy and adequacy of the information contained in this document, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment. Any opinion or estimate contained in this document is made on a general basis and is not to be relied on by the reader as advice. Neither abrdn nor any of its agents have given any consideration to nor have they made any investigation of the investment objectives, financial situation or particular need of the reader, any specific person or group of persons. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of the reader, any person or group of persons acting on any information, opinion or estimate contained in this document. Equity stocks of small and mid-cap companies carry greater risk, and more volatility than equity stocks of larger, more established companies.

Speakers

Scott Conlon
Senior Equity Specialist
abrdn

Scott Conlon is a Senior Equity Specialist at abrdn. Scott works alongside the global equity investment teams, and is responsible for advancing the growth of the firm’s equity investment solutions in North America. Prior to joining the firm in 2016, Scott was a Vice President and Portfolio Strategist at State Street Global Advisors for 11 years, with a focus on US, global and emerging market active, quantitative and factor-based smart beta equity investment strategies. Scott graduated with a BS in Finance from Bentley College and has an MS in Finance from the Carroll School of Management at Boston College. Scott is a CFA charterholder and has the FINRA Series 3 license.

Tim Skiendzielewski
Equity Investment Director
abrdn

Tim Skiendzielewski is an Investment Director on the North American Equity team at abrdn and a portfolio manager for the US Equity Small Cap Core Strategy since 2012. Tim is responsible for US research coverage of software, IT services, and healthcare IT companies. Tim joined Aberdeen in 2012 from Morgan Stanley. Previously, Tim worked for both Promontory Financial Group and Navigant Consulting. Tim graduated with a BS in Finance from Georgetown University and earned an MBA from the University of Chicago. He is a CFA charterholder.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.