Investment Insights
August 17 2021

Early Innings for the Post Pandemic Recovery in U.S. Small Cap Equities

23 min listen

Steven Bleiberg, Managing Director, Portfolio Manager, TD Epoch; Rick Vandale, CFA, Managing Director, Global and U.S. Portfolio Management, TD Epoch

After struggling in the early part of the pandemic, U.S. small cap stocks have outperformed their large cap brethren since November 2020. In this episode, we discuss what has driven the small cap rally and why we feel it is still in its early innings. We also explore how Epoch looks at value, the prevalence of loss-making companies in the small cap index and the importance of active management in the space. 

 

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