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US Small Caps: Margin of Safety
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.
Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
Hosted on Acast. See acast.com/privacy for more information.
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By Marathon Asset Management
5
33 ratings
The underperformance of smaller capitalisation US stocks leaves valuation multiples at historically high discounts to larger companies. Counter-intuitively, this may reverse in an economic downturn.
Edward Chancellor talks to Tom Wharram, a US analyst at Marathon.
Hosted on Acast. See acast.com/privacy for more information.
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