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  • In Search of Management Skill
  • Valuation
  • Asset Allocation
  • CE Credit

26 June 2024 | 1:10 PM - 2:00 PM

Why Bother With Small Caps in the World of the ‘Magnificent Seven’?

Small-cap stocks have badly underperformed their large-cap counterparts in recent years, so why invest in them? And if you do, where are the opportunities?

Speakers

CEO & Senior Portfolio Manager

Keith Lee

CEO & Senior Portfolio Manager
Brown Capital Management
Portfolio Manager

Morgen Peck

Portfolio Manager
Fidelity Investments
Chief Investment Officer of the U.S. Value Team

Don San Jose

Chief Investment Officer of the U.S. Value Team
J.P. Morgan Asset Management
Associate Director, Equity Strategies

Tony Thomas

Associate Director, Equity Strategies
Morningstar Research Services LLC