The recent dislocation of high quality small cap growth stocks provides a great buying opportunity for those focused on the long term. We're also really looking for companies where there are very tight customer relationships and customers continuing to do business with those businesses year after year. And then on inflation, it's really important to go company by company and focus on those companies that have the ability to outgrow inflation.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode