Over the past few years there has been substantial divergence between large and small cap stocks, and this month's guest, Brittany Isakka from Spheria Asset Management, believes there is evidence that some sectors have started to show signs of convergence.

In this episode, Rory and Brittany explain why micro and small cap indices have underperformed and the drivers that are showing that sector recovery is on its way. They also discuss Spheria's research approach of fundamental bottom up analysis and review a couple of stock stories from their portfolio.

Show notes: @6min 40sec, when Brittany says “the index consists of 12,000 stocks”, we should clarify that there are approximately 12,000 stocks globally with a market cap between US$500m and $25bn.

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