When most of the market’s attention is glued to the Magnificent Seven, what opportunities are being overlooked in the mid-cap space? In this week’s episode, I sit down with Kirk McDonald, CFA, Portfolio Manager at Argent Capital, to unpack why mid-caps may be the hidden engine of long-term portfolios.

https://argentcapital.com/

We explore Argent’s philosophy of investing in “Enduring Businesses”—companies with growing cash flows, allocates capital wisely, and has a durable competitive advantage. Kirk shares how his two decades of experience shape his perspective and how blending quantitative tools with fundamental research can uncover compelling opportunities.

Other key takeaways from this conversation include:

Why mid-caps may be one of the most attractive areas of the market right now.

How investors can use them to diversify away from mega-cap concentration.

The sectors where Kirk sees the most promise and where he’s staying cautious.

What risks could challenge mid-caps in the next 12–18 months.

How to think about equity allocations as we move through 2025 and into 2026.

If you’re looking to move beyond headline names and gain fresh perspective on where enduring value may lie in today’s market, this episode is packed with insights you won’t want to miss.

#financialplanning #retirementplanning #riskmanagement #wealthmanagement

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