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Finding Innovation in Small Cap Growth Amid Volatility
Finding Innovation in Small Cap Growth Amid Volatility
Given recent volatility and pullbacks in the market, SBH is finding attractive opportunities in innovative areas. Brian Fitzsimons, CFA , Director of Small Cap Growth Strategies, provides insights on navigating technology and Federal Reserve (Fed) impacts, and finding dislocations around artificial intelligence (AI).
Key Takeaways
- We see long-term potential in AI and believe it will be a force driving efficiency and real disruption but will be selective with our investments given ongoing challenges.
- Although technology companies are asset light and should benefit from rate relief in the event of an economic slowdown, financials face pressures like slowing loan growth, higher costs, and emerging credit concerns that could be the new normal.
- Regardless of market volatility, we are finding opportunities in innovative areas like AI and GLP-1 medication and are focused on fundamentally stable growth companies that can perform over a full market cycle.
Additional Resources:
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