Animal Spirits Podcast

Talk Your Book: Finding Small Cap Diamonds in the Rough

10 snips
Aug 26, 2024
In this engaging discussion, Brandon Nelson, a Senior Portfolio Manager for Calamos specializing in small cap investments, dives deep into the hidden gems of the stock market. He sheds light on why small caps often fly under the radar and explores key sectors ripe for investment. The conversation touches on the intricate relationship between momentum and fundamentals and the unique profitability of small cap stocks. Brandon also shares valuable insights into navigating market cycles and the art of sell discipline, offering listeners a rich perspective on small cap opportunities.
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