Small Cap Opportunities
Adam discusses the historical performance of small caps versus large caps, highlighting a significant shift in recent years. Despite current macroeconomic concerns, he believes now is an excellent time to invest in small caps due to structural inefficiencies and the potential for mean reversion. With a strong conviction in the resilience of his companies, he expresses confidence in their ability to thrive and grow earnings.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Adam Wyden - ADW Capital (Manager Meetings, EP.37)
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