Asset TV Small-Cap Masterclass: What's Next for Small-Caps
article 10-11-2017

Asset TV Small-Cap Masterclass: What's Next for Small-Caps

Portfolio Manager Jay Kaplan weighs in with a small-cap update on an Asset TV panel on the asset class.

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Portfolio Manager Jay Kaplan joined Asset TV on September 14 to discuss what's next for small-cap stocks.  

Jay shares his thoughts on the asset class with host Gillian Kemmerer in the Small-Cap Masterclass, discussing the recent performance of small-caps versus large-caps, valuations for the asset class, and if he expects a reversal from growth to value leadership in 4Q17. 

Jay also discusses the prospects of a correction this year: "If you think that the market is at all time high valuations, and at some point we’re due for a correction because almost every year we have one and we really haven’t had a big one yet in small-caps, you want to be positioned in the better companies because hopefully they will hold up better if the market should take a little bit of a breather and have a hiccup in here."

He also noted that he’s finding opportunities in boutique investment firms, community banks, and contract manufacturers in the technology sector.   

Watch Asset TV's Small-Cap Masterclass here.

Important Disclosure Information

The thoughts and opinions expressed in the video are solely those of the persons speaking as of September 14, 2017 and may differ from those of other Royce investment professionals, or the firm as a whole. There can be no assurance with regard to future market movements.

Investments in securities of small-cap companies may involve considerably more risk than investments in securities of larger-cap companies. (Please see “Primary Risks for Fund Investors” in the prospectus.)

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Smaller-cap stocks may involve considerably more risk than larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.)

Russell Investment Group is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. Russell© is a trademark of Russell Investment Group. The Russell 2000 Index is an index of domestic small-cap stocks that measures the performance of the 2,000 smallest publicly traded U.S. companies in the Russell 3000 Index. The performance of an index does not represent exactly any particular investment, as you cannot invest directly in an index.

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