US Small Caps: One Size Fits All

Robert Anstey, a US Portfolio Manager at Marathon Asset Management, delves into the intriguing world of small-cap stocks. He challenges the notion of investment categories, advocating for a nuanced approach to capital flow analysis. The conversation highlights the success of BioRad Laboratories in a consolidating industry, showcasing its innovative edge. Anstey also discusses profitability challenges in the sector, suggesting that current market conditions may unveil significant investment opportunities. Expect insights into hidden value and long-term growth prospects!